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
601
$279K 0.01%
+26,510
602
$277K 0.01%
+4,257
603
$274K 0.01%
+11,412
604
$274K 0.01%
+1,959
605
$268K 0.01%
+2,063
606
$265K 0.01%
+15,821
607
$264K 0.01%
+6,049
608
$263K 0.01%
+6,802
609
$261K 0.01%
+1,939
610
$260K 0.01%
+3,722
611
$259K 0.01%
+2,073
612
$258K 0.01%
+11,022
613
$257K 0.01%
+1,901
614
$257K 0.01%
+16,476
615
$253K 0.01%
+1,464
616
$253K 0.01%
+8,712
617
$252K 0.01%
+2,427
618
$251K 0.01%
+1,431
619
$250K 0.01%
+1,622
620
$249K 0.01%
+5,484
621
$249K 0.01%
+1,878
622
$249K 0.01%
+7,084
623
$249K 0.01%
+2,591
624
$247K 0.01%
+2,709
625
$247K 0.01%
+7,807
23 24
25
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