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
526
$490K 0.02%
+5,312
527
$489K 0.02%
+5,776
528
$488K 0.02%
+1,627
529
$485K 0.02%
+9,087
530
$481K 0.02%
+5,398
531
$478K 0.02%
+15,064
532
$465K 0.02%
+6,884
533
$464K 0.02%
+5,970
534
$463K 0.02%
+8,416
535
$461K 0.02%
+11,217
536
$453K 0.02%
+2,445
537
$453K 0.02%
+4,403
538
$451K 0.02%
+3,007
539
$449K 0.02%
+16,920
540
$449K 0.02%
+4,003
541
$447K 0.02%
+23,187
542
$446K 0.02%
+5,801
543
$442K 0.02%
+4,914
544
$438K 0.02%
+12,944
545
$434K 0.02%
+2,499
546
$432K 0.02%
+55,017
547
$432K 0.02%
+2,840
548
$432K 0.02%
+12,101
549
$431K 0.02%
+28,532
550
$430K 0.02%
+8,952
20 21
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