NIM

NEOS Investment Management Portfolio holdings

AUM $13.4B
1-Year Est. Return 30.09%
This Quarter Est. Return
1 Year Est. Return
+30.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1 +$68.9M
2 +$62M
3 +$32.1M
4
NVDA icon
NVIDIA
NVDA
+$27.8M
5
META icon
Meta Platforms (Facebook)
META
+$21.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 38.46%
2 Communication Services 12.15%
3 Consumer Discretionary 11.84%
4 Healthcare 10.3%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$153K 0.02%
+11,175
352
$147K 0.02%
+11,220
353
$143K 0.02%
+15,639
354
$118K 0.02%
+11,970
355
$69.3K 0.01%
+33,146
356
$53.3K 0.01%
+41,328
357
$45.5K 0.01%
+17,493