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
+$398K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.05M
3
+$484K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$326K
5
MS icon
Morgan Stanley
MS
+$226K

Top Sells

1
+$804K
2
+$713K
3
+$621K
4
NVDA icon
NVIDIA
NVDA
+$605K
5
TSLA icon
Tesla
TSLA
+$505K

Sector Composition

1 Technology 22.1%
2 Financials 4.47%
3 Communication Services 4.34%
4 Healthcare 3.71%
5 Consumer Discretionary 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$201K 0.07%
+600
102
– –
-3,000
103
– –
-1,524
1 2 3 4
5