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
776
$64.2K ﹤0.01%
+1,352
777
$61.1K ﹤0.01%
+3,225
778
$60.4K ﹤0.01%
1,223
+1,082
779
$59.1K ﹤0.01%
+1,801
780
$57.6K ﹤0.01%
+1,402
781
$56.1K ﹤0.01%
+4,008
782
$55.8K ﹤0.01%
+4,006
783
$55.5K ﹤0.01%
+8,013
784
$54.2K ﹤0.01%
+489
785
$54K ﹤0.01%
+997
786
$50.2K ﹤0.01%
+3,904
787
$50.1K ﹤0.01%
+2,946
788
$49.5K ﹤0.01%
+1,998
789
$47.9K ﹤0.01%
+92
790
$47.7K ﹤0.01%
+222
791
$47.1K ﹤0.01%
+416
792
$45.3K ﹤0.01%
+3,709
793
$44.6K ﹤0.01%
+1,228
794
$43.4K ﹤0.01%
+1,673
795
$43.1K ﹤0.01%
+3,411
796
$42.9K ﹤0.01%
+5,050
797
$42.2K ﹤0.01%
+416
798
$41.1K ﹤0.01%
+6,485
799
$40.7K ﹤0.01%
+1,243
800
$40.4K ﹤0.01%
+202
30 31
32
33 34