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
576
$353K 0.01%
+4,282
577
$353K 0.01%
+5,005
578
$350K 0.01%
+5,333
579
$345K 0.01%
1,622
+1,529
580
$342K 0.01%
+28,164
581
$342K 0.01%
+18,119
582
$341K 0.01%
+12,382
583
$341K 0.01%
+2,076
584
$339K 0.01%
+2,167
585
$336K 0.01%
+4,364
586
$333K 0.01%
2,310
+2,204
587
$331K 0.01%
+937
588
$329K 0.01%
+9,153
589
$328K 0.01%
+3,551
590
$325K 0.01%
+12,459
591
$324K 0.01%
+1,646
592
$323K 0.01%
+7,465
593
$312K 0.01%
+5,733
594
$301K 0.01%
+713
595
$296K 0.01%
+3,530
596
$295K 0.01%
+6,789
597
$289K 0.01%
+14,620
598
$289K 0.01%
+8,159
599
$287K 0.01%
+2,965
600
$285K 0.01%
+6,392
22 23
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