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
$32.9M
AUM Growth
+$2.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$337K
2
+$237K
3
+$234K

Top Sells

1
+$214K
2
+$185K
3
+$9.53K
4
MKL icon
Markel Group
MKL
+$8.83K
5
MSFT icon
Microsoft
MSFT
+$8.32K

Sector Composition

1 Healthcare 27.42%
2 Financials 23.79%
3 Technology 13.64%
4 Consumer Staples 11.64%
5 Industrials 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$751K 2.28%
8,345
-40
27
$746K 2.26%
13,721
-70
28
$728K 2.21%
14,441
-42
29
$714K 2.17%
15,442
-50
30
$655K 1.99%
25,202
-139
31
$625K 1.9%
23,764
-140
32
$603K 1.83%
10,182
-35
33
$455K 1.38%
6,257
-20
34
$307K 0.93%
2,334
-10
35
$229K 0.7%
1,125
36
– –
-5,220
1
2