NCMG

NCM Capital Management Group Portfolio holdings

AUM $8.24M
1-Year Est. Return 11.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.19M
AUM Growth
-$347K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$101K
2 +$41.9K
3 +$24.1K

Top Sells

1 +$60.7K
2 +$44.6K
3 +$42K
4
VZ icon
Verizon
VZ
+$41.3K
5
EXC icon
Exelon
EXC
+$34.5K

Sector Composition

1 Financials 23.58%
2 Healthcare 15.58%
3 Industrials 13.76%
4 Technology 7.84%
5 Consumer Staples 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$23K 0.28%
1,020
-62
77
$20K 0.24%
1,600
-100