NAH

Neumann Advisory (HK) Portfolio holdings

AUM $393M
1-Year Est. Return 72.89%
This Quarter Est. Return
1 Year Est. Return
+72.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M

Top Sells

1
+$1.4M
2
+$536K

Sector Composition

1 Communication Services 47.11%
2 Consumer Discretionary 30.48%
3 Technology 17.23%
4 Industrials 4.09%
5 Healthcare 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63.3M 33.68%
380,000
2
$41.3M 21.94%
226,141
3
$30.4M 16.14%
235,000
4
$14.8M 7.86%
238,319
5
$10.5M 5.58%
99,779
-5,100
6
$9.23M 4.91%
495,000
+315,000
7
$7.7M 4.09%
421,210
8
$6.83M 3.63%
156,240
9
$2.04M 1.09%
315,586
10
$1.09M 0.58%
14,697
11
$948K 0.5%
43,504
12
– –
-98,877