NIA

NBZ Investment Advisors Portfolio holdings

AUM $173M
AUM
$173M
AUM Growth
-$5.61M
Cap. Flow
+$1.76M
Cap. Flow %
1.02%
Top 10 Hldgs %
68.99%
Holding
74
New
9
Increased
20
Reduced
19
Closed
17
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$54.9K0.03%2,214
-2,561
-54%
-$63.5K
$43.2K0.02%2,437
$42.8K0.02%1,635
$30.2K0.02%195
+90
+86%
+$13.9K
$24.3K0.01%122
+106
+663%
+$21.1K
$19.9K0.01%335
$19.4K0.01%808 New
+$19.4K
$00%0
-619
Closed
$00%0
-27
Closed
$00%0
-48
Closed
$00%0
-14
Closed
$00%0
-65
Closed
$00%0
-87
Closed
$00%0
-346
Closed
$00%0
-16
Closed
$00%0
-46
Closed
$00%0
-206
Closed
$00%0
-18
Closed
$00%0
-675
Closed
$00%0
-1,000
Closed
$00%0
-3,473
Closed
$00%0
-185
Closed
$00%0
-9,834
Closed
$00%0
-1,378
Closed