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
$304M
AUM Growth
-$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M

Top Sells

1
+$2.41M

Sector Composition

1 Consumer Discretionary 64.43%
2 Technology 18.06%
3 Healthcare 3.07%
4 Communication Services 2.56%
5 Financials 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$145M 47.58%
645,000
2
$37.3M 12.24%
1,173,758
+100,000
3
$32.4M 10.63%
386,042
4
$16.3M 5.36%
2,484,587
5
$14M 4.6%
123,133
6
$7.79M 2.56%
48,337
-14,939
7
$5.56M 1.83%
1,439,776
8
$4.72M 1.55%
33,067
9
$2.04M 0.67%
315,586
10
$1.49M 0.49%
486,783
11
$1.31M 0.43%
277,567
12
$1.07M 0.35%
462,733
13
$649K 0.21%
10,223
14
$213K 0.07%
100,000
15
$67K 0.02%
7,338