NAAA

New Age Alpha Advisors Portfolio holdings

AUM $2.27B
1-Year Est. Return 4.46%
This Quarter Est. Return
1 Year Est. Return
+4.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.94M
2
+$4.83M
3
+$3.63M
4
DELL icon
Dell
DELL
+$2.76M
5
LYFT icon
Lyft
LYFT
+$2.54M

Top Sells

1
+$3.7M
2
+$3.68M
3
+$2.35M
4
AMZN icon
Amazon
AMZN
+$1.92M
5
NDAQ icon
Nasdaq
NDAQ
+$1.89M

Sector Composition

1 Technology 39.56%
2 Consumer Discretionary 26.23%
3 Industrials 18.54%
4 Energy 7.93%
5 Communication Services 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.3K 0.01%
+23
52
$10.2K 0.01%
+13
53
$10.2K 0.01%
+51
54
$10.2K 0.01%
+44
55
$10.1K 0.01%
+61
56
$10K 0.01%
+47
57
$10K 0.01%
+63
58
$9.95K 0.01%
+39
59
$9.64K 0.01%
+28
60
$9.51K 0.01%
+135
61
$9.45K 0.01%
+199
62
$9.41K 0.01%
+31
63
$9.36K 0.01%
+23
64
$9.26K 0.01%
+28
65
$9.25K 0.01%
+52
66
$9.24K 0.01%
+41
67
$9.21K 0.01%
+21
68
$9.19K 0.01%
+38
69
$9.11K 0.01%
+18
70
$9K ﹤0.01%
35
-5,965
71
$8.98K ﹤0.01%
+20
72
$8.89K ﹤0.01%
+141
73
$8.85K ﹤0.01%
+90
74
$8.59K ﹤0.01%
+58
75
$8.44K ﹤0.01%
+85
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