NAAA

New Age Alpha Advisors Portfolio holdings

AUM $2.38B
1-Year Est. Return 19.7%
This Quarter Est. Return
1 Year Est. Return
+19.7%
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
376
$1.46M 0.06%
+9,983
377
$1.45M 0.06%
+25,785
378
$1.45M 0.06%
50,000
-25,000
379
$1.45M 0.06%
+38,221
380
$1.43M 0.06%
10,000
381
$1.42M 0.06%
+13,041
382
$1.42M 0.06%
+21,935
383
$1.41M 0.06%
+14,134
384
$1.41M 0.06%
+21,922
385
$1.4M 0.06%
6,259
+6,208
386
$1.4M 0.06%
+46,309
387
$1.39M 0.06%
+9,109
388
$1.39M 0.06%
+9,189
389
$1.38M 0.06%
9,232
+9,113
390
$1.37M 0.06%
+15,259
391
$1.35M 0.05%
+8,252
392
$1.35M 0.05%
+28,264
393
$1.35M 0.05%
+34,817
394
$1.35M 0.05%
+9,114
395
$1.34M 0.05%
+10,668
396
$1.33M 0.05%
5,401
+5,331
397
$1.31M 0.05%
+62,222
398
$1.31M 0.05%
+20,691
399
$1.31M 0.05%
+26,091
400
$1.3M 0.05%
+45,265
14 15
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