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
$32.6M
AUM Growth
+$1.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$43.7K
2
+$41.1K
3
+$14.5K

Top Sells

1
+$38.1K

Sector Composition

1 Healthcare 26.45%
2 Financials 23.5%
3 Technology 12.36%
4 Industrials 10.79%
5 Consumer Staples 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$730K 2.24%
6,028
27
$721K 2.21%
11,900
28
$669K 2.05%
10,222
29
$632K 1.94%
13,520
30
$618K 1.89%
17,025
+400
31
$618K 1.89%
24,371
32
$505K 1.55%
11,222
33
$376K 1.15%
6,003
34
$368K 1.13%
2,402
35
$339K 1.04%
5,210
36
$231K 0.71%
1,125
1
2