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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
$117M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$6.02M
2
+$5.5M
3
+$3.13M
4
META icon
Meta Platforms (Facebook)
META
+$3.06M
5
CB icon
Chubb
CB
+$2.59M

Top Sells

1
+$3.37M
2
+$3.02M
3
+$2.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.66M
5
AAPL icon
Apple
AAPL
+$1.61M

Sector Composition

1 Technology 25.17%
2 Communication Services 12.69%
3 Financials 8.94%
4 Industrials 8.24%
5 Healthcare 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
F icon
76
Ford
F
$55.1B
$60.4K 0.05%
4,734
ABBV icon
77
AbbVie
ABBV
$415B
$60K 0.05%
352
+7
IWR icon
78
iShares Russell Mid-Cap ETF
IWR
$56B
$56.3K 0.05%
700
BMY icon
79
Bristol-Myers Squibb
BMY
$112B
$55.3K 0.05%
1,338
-37,021
CLS icon
80
Celestica
CLS
$41.6B
$54.9K 0.05%
950
+450
PFE icon
81
Pfizer
PFE
$137B
$49.3K 0.04%
1,747
+177
ISRG icon
82
Intuitive Surgical
ISRG
$142B
$48.9K 0.04%
112
QNST icon
83
QuinStreet
QNST
$762M
$47K 0.04%
2,945
DD icon
84
DuPont de Nemours
DD
$18.6B
$46.4K 0.04%
1,398
GILD icon
85
Gilead Sciences
GILD
$155B
$46.3K 0.04%
675
-23,625
P
86
Everpure Inc
P
$24.2B
$46.3K 0.04%
707
ARKG icon
87
ARK Genomic Revolution ETF
ARKG
$1.47B
$45K 0.04%
1,935
AEP icon
88
American Electric Power
AEP
$73.4B
$44.3K 0.04%
+508
TGT icon
89
Target
TGT
$64.1B
$43.6K 0.04%
299
-52
DVN icon
90
Devon Energy
DVN
$49.3B
$41.8K 0.04%
875
LUMN icon
91
Lumen
LUMN
$8.3B
$41.3K 0.04%
37,200
BBY icon
92
Best Buy
BBY
$16.4B
$41.1K 0.04%
500
-38,040
ETN icon
93
Eaton
ETN
$157B
$40.3K 0.03%
129
+31
FDX icon
94
FedEx
FDX
$75.6B
$40K 0.03%
134
ARKW icon
95
ARK Web x.0 ETF
ARKW
$1.63B
$39.5K 0.03%
498
PGR icon
96
Progressive
PGR
$128B
$38.8K 0.03%
185
-12,900
DOW icon
97
Dow Inc
DOW
$21.2B
$38.7K 0.03%
735
+150
ANET icon
98
Arista Networks
ANET
$204B
$35.7K 0.03%
400
VIST icon
99
Vista Energy
VIST
$7.18B
$35.4K 0.03%
804
PEP icon
100
PepsiCo
PEP
$194B
$34.1K 0.03%
209
2 3
4
5 6