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
676
$177K 0.01%
+6,558
677
$176K 0.01%
+3,989
678
$176K 0.01%
+10,156
679
$176K 0.01%
+2,823
680
$176K 0.01%
+1,995
681
$174K 0.01%
+595
682
$173K 0.01%
+3,159
683
$171K 0.01%
+5,937
684
$170K 0.01%
+2,795
685
$169K 0.01%
+10,136
686
$168K 0.01%
+9,061
687
$168K 0.01%
+100,000
688
$167K 0.01%
+8,677
689
$166K 0.01%
2,606
+2,380
690
$165K 0.01%
+6,099
691
$164K 0.01%
3,032
+2,641
692
$163K 0.01%
4,432
+3,944
693
$162K 0.01%
+2,403
694
$156K 0.01%
+2,106
695
$156K 0.01%
+5,963
696
$153K 0.01%
+2,228
697
$153K 0.01%
+2,796
698
$153K 0.01%
+2,511
699
$153K 0.01%
+1,319
700
$150K 0.01%
+1,670
26 27
28
29 30