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
626
$242K 0.01%
+9,730
627
$241K 0.01%
+17,164
628
$240K 0.01%
+4,387
629
$240K 0.01%
3,597
+3,348
630
$238K 0.01%
+2,766
631
$236K 0.01%
+2,663
632
$236K 0.01%
+1,264
633
$233K 0.01%
+2,396
634
$233K 0.01%
+2,245
635
$232K 0.01%
+4,281
636
$232K 0.01%
+12,075
637
$231K 0.01%
+8,183
638
$229K 0.01%
+10,041
639
$221K 0.01%
+3,644
640
$221K 0.01%
+12,873
641
$219K 0.01%
+5,887
642
$218K 0.01%
+5,446
643
$217K 0.01%
+6,699
644
$216K 0.01%
+2,257
645
$216K 0.01%
+1,624
646
$216K 0.01%
+2,973
647
$215K 0.01%
+482
648
$214K 0.01%
+949
649
$214K 0.01%
+2,370
650
$214K 0.01%
+4,297
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