NRD

Nebula Research & Development Portfolio holdings

AUM $1.17B
1-Year Est. Return 15.19%
This Quarter Est. Return
1 Year Est. Return
+15.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$464M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$2.16M
3
+$2.16M
4
MU icon
Micron Technology
MU
+$2.16M
5
WMG icon
Warner Music
WMG
+$2.15M

Top Sells

1
+$1.79M
2
+$1.61M
3
+$1.61M
4
BAC icon
Bank of America
BAC
+$1.6M
5
IT icon
Gartner
IT
+$1.6M

Sector Composition

1 Industrials 16.97%
2 Technology 15.63%
3 Consumer Discretionary 13.68%
4 Healthcare 13.13%
5 Financials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.16M 0.47%
+15,389
2
$2.16M 0.47%
+35,352
3
$2.16M 0.47%
3,190
+714
4
$2.16M 0.47%
21,556
+14,033
5
$2.16M 0.46%
+4,363
6
$2.16M 0.46%
56,058
+46,079
7
$2.16M 0.46%
+18,288
8
$2.15M 0.46%
+65,195
9
$2.15M 0.46%
+8,303
10
$2.15M 0.46%
+5,056
11
$2.15M 0.46%
+95,065
12
$2.15M 0.46%
23,421
+14,307
13
$2.14M 0.46%
+23,710
14
$2.14M 0.46%
85,968
+33,278
15
$2.13M 0.46%
14,536
+11,155
16
$2.11M 0.46%
+7,257
17
$2.08M 0.45%
86,293
+31,469
18
$2.01M 0.43%
+19,681
19
$2.01M 0.43%
44,657
+25,133
20
$2M 0.43%
+6,579
21
$1.95M 0.42%
+56,599
22
$1.93M 0.42%
+35,014
23
$1.91M 0.41%
+24,031
24
$1.89M 0.41%
+9,182
25
$1.86M 0.4%
+6,719
1
2 3 4 5