NMM
Naples Money Management Portfolio holdings
AUM
$118M
1-Year Return
54.66%
This Quarter Return
+12.58%
1 Year Return
+54.66%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.89%
Holding
423
New
411
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$13M |
| 2 |
NVIDIA
NVDA
|
$6.09M |
| 3 |
Netflix
NFLX
|
$4M |
| 4 |
Merck
MRK
|
$3.96M |
| 5 |
Teradyne
TER
|
$3.85M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 19.62% |
| 2 | Financials | 12.78% |
| 3 | Industrials | 11.62% |
| 4 | Communication Services | 10.52% |
| 5 | Healthcare | 9.2% |
