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
$262M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 67.22%
2 Technology 17.09%
3 Communication Services 5.18%
4 Healthcare 1.95%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$170M 64.99%
685,420
2
$27.5M 10.48%
361,884
3
$13.6M 5.18%
38,337
4
$11.2M 4.26%
1,384,817
5
$5.72M 2.18%
2,174,342
6
$3.38M 1.29%
231,635
7
$2.45M 0.94%
31,662
8
$2.2M 0.84%
22,107
9
$2.04M 0.78%
315,586
10
$1.1M 0.42%
248,963
11
$526K 0.2%
486,783
12
$445K 0.17%
10,223
13
$334K 0.13%
166,198