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
$301M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$732K
3
+$384K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$350K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$350K

Top Sells

1
+$3.89M
2
+$2.94M
3
+$745K
4
AAPL icon
Apple
AAPL
+$582K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$534K

Sector Composition

1 Technology 21.34%
2 Financials 3.95%
3 Communication Services 3.93%
4 Healthcare 3.77%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$202K 0.07%
+1,524
102
– –
-1,286
103
– –
-1,100
1 2 3 4
5