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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

Top Sells

1
+$28.5M
2
+$24.1M
3
+$23.6M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$15M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$13.4M

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
851
$53K ﹤0.01%
1,734
+34
852
$53K ﹤0.01%
3,568
+368
853
$52K ﹤0.01%
1,600
+208
854
$52K ﹤0.01%
2,431
+459
855
$51K ﹤0.01%
1,584
856
$50K ﹤0.01%
2,420
857
$48K ﹤0.01%
1,312
858
$47K ﹤0.01%
3,664
+992
859
$45K ﹤0.01%
2,224
+48
860
$42K ﹤0.01%
2,336
+144
861
$41K ﹤0.01%
2,944
+704
862
$39K ﹤0.01%
1,568
+352
863
$38K ﹤0.01%
4,048
+528
864
$37K ﹤0.01%
2,080
+160
865
$37K ﹤0.01%
288
-144
866
$34K ﹤0.01%
226
+24
867
$32K ﹤0.01%
1,826
+396
868
$31K ﹤0.01%
1,648
869
$27K ﹤0.01%
1,292
870
$27K ﹤0.01%
944
+160
871
$25K ﹤0.01%
944
872
$25K ﹤0.01%
2,912
873
$25K ﹤0.01%
1,936
874
$20K ﹤0.01%
238
875
$19K ﹤0.01%
848
33 34
35
36 37