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
$249M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$44.3K

Sector Composition

1 Consumer Discretionary 71.82%
2 Technology 14.77%
3 Communication Services 4.63%
4 Healthcare 2.08%
5 Financials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$172M 69.01%
685,420
2
$21.2M 8.52%
361,884
3
$11.5M 4.63%
38,337
4
$9.63M 3.87%
1,384,817
5
$5.5M 2.21%
2,174,342
6
$4.25M 1.71%
231,635
7
$2.75M 1.1%
31,662
8
$2.28M 0.92%
22,107
9
$2.04M 0.82%
315,586
10
$1.27M 0.51%
248,963
11
$574K 0.23%
486,783
12
$390K 0.16%
10,223
13
$276K 0.11%
166,198
-26,659