NCM

Nelson Capital Management Portfolio holdings

AUM $756M
1-Year Est. Return 23.62%
This Quarter Est. Return
1 Year Est. Return
+23.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$503M
AUM Growth
+$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$5.49M
2 +$5.02M
3 +$3.89M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$3.47M
5
EQR icon
Equity Residential
EQR
+$2.4M

Top Sells

1 +$4.27M
2 +$3.94M
3 +$1.16M
4
AAPL icon
Apple
AAPL
+$579K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$268K

Sector Composition

1 Technology 17.33%
2 Consumer Staples 8.15%
3 Healthcare 7.3%
4 Communication Services 7.18%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,154