NCM

Neumann Capital Management Portfolio holdings

AUM $342M
1-Year Est. Return 21.02%
This Quarter Est. Return
1 Year Est. Return
+21.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
-$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$119K
2 +$85.8K
3 +$50.3K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$39.9K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$34.9K

Top Sells

1 +$832K
2 +$346K
3 +$281K
4
DE icon
Deere & Co
DE
+$263K
5
AXP icon
American Express
AXP
+$233K

Sector Composition

1 Healthcare 13.42%
2 Technology 10.64%
3 Financials 6.74%
4 Industrials 6.63%
5 Communication Services 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-13,450