NRD

Nebula Research & Development Portfolio holdings

AUM $1.17B
1-Year Est. Return 15.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$618M
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,094
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$3M
3
+$2.85M
4
TREX icon
Trex
TREX
+$2.79M
5
KO icon
Coca-Cola
KO
+$2.74M

Top Sells

1
+$2.16M
2
+$2.16M
3
+$2.16M
4
CB icon
Chubb
CB
+$2.15M
5
SPGI icon
S&P Global
SPGI
+$2.15M

Sector Composition

1 Industrials 18.44%
2 Technology 16.09%
3 Financials 12.33%
4 Healthcare 12.1%
5 Consumer Discretionary 11.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
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830
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832
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833
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834
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835
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836
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837
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838
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839
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840
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841
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842
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843
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844
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846
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847
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848
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849
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850
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32 33
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35 36