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NMM

Naples Money Management Portfolio holdings

AUM $118M
1-Year Est. Return 54.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
-$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$4.11M
3
+$2.91M
4
COF icon
Capital One
COF
+$2.77M
5
WMT icon
Walmart Inc
WMT
+$2.23M

Top Sells

1
+$5.62M
2
+$4.4M
3
+$4.37M
4
META icon
Meta Platforms (Facebook)
META
+$3.84M
5
ETN icon
Eaton
ETN
+$3.03M

Sector Composition

1 Technology 20.01%
2 Healthcare 11.92%
3 Financials 10.81%
4 Consumer Discretionary 9.98%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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452
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-1,646
453
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-12,112
454
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-50,253
455
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0
456
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457
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458
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-40
459
– –
-662
460
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-50
461
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-100
462
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-212
463
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-550
464
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465
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-500
466
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0
467
– –
-50
468
– –
0
469
– –
-2,558
15 16 17 18
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