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
$233M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 75.03%
2 Communication Services 12.23%
3 Technology 11.6%
4 Healthcare 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$175M 75.03%
673,608
2
$22.2M 9.55%
38,537
3
$9.1M 3.91%
1,031,880
4
$8.73M 3.75%
2,172,642
5
$6.25M 2.69%
40,439
6
$5.95M 2.56%
66,730
7
$2.82M 1.21%
1,373,439
8
$2.04M 0.88%
315,586
9
$603K 0.26%
21,285
10
$392K 0.17%
4,000