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
$162M
AUM Growth
+$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$1.29M
2 +$929K
3 +$839K
4
AMLP icon
Alerian MLP ETF
AMLP
+$772K
5
PFE icon
Pfizer
PFE
+$559K

Sector Composition

1 Technology 11.71%
2 Financials 8.6%
3 Healthcare 8.42%
4 Communication Services 6.55%
5 Industrials 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-3,150