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
$157M
AUM Growth
-$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$3.53M
2 +$3.14M
3 +$1.4M
4
GE icon
GE Aerospace
GE
+$888K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$308K

Sector Composition

1 Technology 12.74%
2 Financials 8.46%
3 Healthcare 8.41%
4 Communication Services 4.79%
5 Energy 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-36,740