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
501
$605K 0.02%
+10,314
502
$594K 0.02%
+9,490
503
$593K 0.02%
+1,729
504
$590K 0.02%
+21,077
505
$589K 0.02%
+9,545
506
$581K 0.02%
+7,681
507
$579K 0.02%
+9,488
508
$578K 0.02%
+3,728
509
$563K 0.02%
+9,726
510
$560K 0.02%
+17,322
511
$552K 0.02%
+5,083
512
$548K 0.02%
+10,560
513
$536K 0.02%
+19,437
514
$534K 0.02%
4,880
+4,728
515
$533K 0.02%
+3,027
516
$520K 0.02%
+3,662
517
$520K 0.02%
+5,508
518
$518K 0.02%
+3,343
519
$518K 0.02%
+3,052
520
$511K 0.02%
+54,806
521
$509K 0.02%
+16,635
522
$507K 0.02%
+3,680
523
$503K 0.02%
+7,578
524
$500K 0.02%
+4,205
525
$495K 0.02%
+2,036
19 20
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