NCM
Neumann Capital Management Portfolio holdings
AUM
$318M
This Quarter Return
+6.8%
1 Year Return
+17.29%
3 Year Return
+70.8%
5 Year Return
+117.81%
10 Year Return
+193.46%
AUM
$242M
AUM Growth
+$242M
(+6.2%)
Cap. Flow
+$666K
Cap. Flow
% of AUM
0.28%
Top 10 Holdings %
Top 10 Hldgs %
49.27%
Holding
94
New
4
Increased
29
Reduced
26
Closed
2
Top Buys
Top Sells
| 1 |
NVIDIA
NVDA
|
$1.21M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$989K |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$946K |
| 4 |
Apple
AAPL
|
$611K |
| 5 |
Microsoft
MSFT
|
$386K |
Sector Composition
| 1 | Technology | 18.44% |
| 2 | Healthcare | 4.86% |
| 3 | Financials | 3.82% |
| 4 | Communication Services | 3.7% |
| 5 | Energy | 1.33% |
