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Neuburgh Advisers Portfolio holdings

AUM $3.22B
1-Year Est. Return 3.75%
This Quarter Est. Return
1 Year Est. Return
+3.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.79B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1 +$9.5M
2 +$8.89M
3 +$6.36M
4
WBA
Walgreens Boots Alliance
WBA
+$5.06M
5
NVDA icon
NVIDIA
NVDA
+$4.64M

Sector Composition

1 Financials 17.61%
2 Healthcare 16.48%
3 Technology 15.14%
4 Consumer Discretionary 12.7%
5 Industrials 12.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$249K 0.01%
23,863
602
$248K 0.01%
3,792
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4,642
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$243K 0.01%
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$242K 0.01%
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608
$241K 0.01%
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$241K 0.01%
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611
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$237K 0.01%
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614
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615
$234K 0.01%
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$227K 0.01%
25,872
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$225K 0.01%
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625
$224K 0.01%
11,286
+1,320