NAAA

New Age Alpha Advisors Portfolio holdings

AUM $2.27B
1-Year Est. Return 4.46%
This Quarter Est. Return
1 Year Est. Return
+4.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.47B
AUM Growth
+$2.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
882
New
Increased
Reduced
Closed

Top Buys

1
+$56.5M
2
+$49.6M
3
+$46.2M
4
AMZN icon
Amazon
AMZN
+$30.7M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$28.7M

Top Sells

1
+$13.1M
2
+$3.69M
3
+$3.08M
4
STLA icon
Stellantis
STLA
+$2.09M
5
MU icon
Micron Technology
MU
+$2.07M

Sector Composition

1 Technology 20.4%
2 Real Estate 14.84%
3 Financials 13.59%
4 Consumer Discretionary 11.16%
5 Industrials 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.7M 0.07%
+16,380
352
$1.69M 0.07%
+207
353
$1.68M 0.07%
+63,996
354
$1.66M 0.07%
+11,093
355
$1.66M 0.07%
+10,671
356
$1.65M 0.07%
+117,267
357
$1.65M 0.07%
+12,411
358
$1.65M 0.07%
+48,205
359
$1.64M 0.07%
+31,111
360
$1.64M 0.07%
+47,981
361
$1.64M 0.07%
+4,637
362
$1.62M 0.07%
+18,768
363
$1.61M 0.07%
+24,751
364
$1.59M 0.06%
+183,183
365
$1.58M 0.06%
+9,011
366
$1.58M 0.06%
+12,042
367
$1.58M 0.06%
+52,530
368
$1.56M 0.06%
+13,377
369
$1.54M 0.06%
+9,314
370
$1.54M 0.06%
+23,422
371
$1.53M 0.06%
+13,929
372
$1.5M 0.06%
+12,476
373
$1.49M 0.06%
+52,223
374
$1.49M 0.06%
+8,060
375
$1.49M 0.06%
+4,375
13 14
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