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
$38.8M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$16.7K
3
+$10.1K
4
T icon
AT&T
T
+$10K
5
AAPL icon
Apple
AAPL
+$8.64K

Top Sells

1
+$520K
2
+$70.6K
3
+$64.5K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$21.2K
5
MKL icon
Markel Group
MKL
+$19.5K

Sector Composition

1 Healthcare 24.15%
2 Financials 22.74%
3 Technology 15.59%
4 Consumer Staples 12.17%
5 Industrials 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$859K 2.21%
14,054
-104
27
$851K 2.19%
29,863
+351
28
$846K 2.18%
11,470
+70
29
$841K 2.17%
101,000
30
$819K 2.11%
14,700
31
$763K 1.96%
13,766
-100
32
$736K 1.89%
17,040
+45
33
$729K 1.88%
10,057
-75
34
$713K 1.84%
15,974
+31
35
$450K 1.16%
11,400
36
$269K 0.69%
1,826
37
– –
-16,210
1
2