NAM

Needelman Asset Management Portfolio holdings

AUM $46M
1-Year Est. Return 8.27%
This Quarter Est. Return
1 Year Est. Return
+8.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31.6M
AUM Growth
+$859K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$38.6K
2
+$9.76K
3
+$9.27K
4
UNH icon
UnitedHealth
UNH
+$4.09K
5
GE icon
GE Aerospace
GE
+$1.26K

Sector Composition

1 Healthcare 24.83%
2 Financials 22.65%
3 Technology 12.34%
4 Industrials 11.87%
5 Consumer Staples 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$717K 2.27%
13,636
27
$711K 2.25%
14,655
28
$671K 2.12%
13,720
29
$658K 2.08%
24,636
30
$625K 1.98%
16,625
31
$577K 1.82%
10,222
32
$459K 1.45%
11,222
33
$443K 1.4%
2,559
34
$360K 1.14%
6,003
35
$310K 0.98%
5,350
36
$220K 0.7%
1,125
37
$210K 0.66%
4,060
1
2