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
$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
751
$82.6K ﹤0.01%
+4,763
752
$82.1K ﹤0.01%
+1,202
753
$81.9K ﹤0.01%
+3,863
754
$81.6K ﹤0.01%
+4,714
755
$79.9K ﹤0.01%
+2,512
756
$78.9K ﹤0.01%
+673
757
$77.2K ﹤0.01%
+420
758
$74.5K ﹤0.01%
+521
759
$73.5K ﹤0.01%
+199
760
$73.1K ﹤0.01%
+5,725
761
$73K ﹤0.01%
+409
762
$71.3K ﹤0.01%
+1,218
763
$70.7K ﹤0.01%
+7,611
764
$70.3K ﹤0.01%
+1,583
765
$70.1K ﹤0.01%
+379
766
$69.9K ﹤0.01%
+6,805
767
$68.6K ﹤0.01%
+232
768
$68.1K ﹤0.01%
+1,265
769
$67.9K ﹤0.01%
+595
770
$67.7K ﹤0.01%
+1,602
771
$67.3K ﹤0.01%
+4,131
772
$66.3K ﹤0.01%
+972
773
$66K ﹤0.01%
+744
774
$64.5K ﹤0.01%
+641
775
$64.5K ﹤0.01%
+18,056
29 30
31
32 33