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
$568M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$5.36M
3
+$4.46M
4
TSLA icon
Tesla
TSLA
+$301K

Top Sells

1
+$10.6M
2
+$3M
3
+$2M

Sector Composition

1 Technology 43.14%
2 Consumer Discretionary 36.65%
3 Communication Services 5.52%
4 Industrials 1.6%
5 Healthcare 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$144M 25.35%
646,353
+1,353
2
$129M 22.78%
379,574
3
$116M 20.36%
2,299,587
+106,653
4
$36.3M 6.39%
993,758
+788,758
5
$31.3M 5.52%
106,372
-10,200
6
$27.9M 4.92%
123,133
-46,867
7
$9.08M 1.6%
311,496
-68,504
8
$4.94M 0.87%
277,567
9
$4.46M 0.79%
+34,067
10
$2.04M 0.36%
315,586