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
801
$40.3K ﹤0.01%
+1,266
802
$39.8K ﹤0.01%
+558
803
$39.8K ﹤0.01%
+575
804
$39.6K ﹤0.01%
+1,383
805
$39.1K ﹤0.01%
+2,148
806
$38.5K ﹤0.01%
+385
807
$38.1K ﹤0.01%
+2,484
808
$37.9K ﹤0.01%
+4,867
809
$37.6K ﹤0.01%
+409
810
$37.5K ﹤0.01%
+66
811
$36.4K ﹤0.01%
+939
812
$35.7K ﹤0.01%
+2,839
813
$35.6K ﹤0.01%
177
+73
814
$35.6K ﹤0.01%
85
+22
815
$35.5K ﹤0.01%
+4,166
816
$34.7K ﹤0.01%
+4,318
817
$34.4K ﹤0.01%
+2,143
818
$33.1K ﹤0.01%
+296
819
$32.5K ﹤0.01%
+409
820
$32.2K ﹤0.01%
+1,428
821
$32K ﹤0.01%
+900
822
$31.9K ﹤0.01%
+813
823
$30.9K ﹤0.01%
109
+49
824
$30.8K ﹤0.01%
+1,183
825
$30K ﹤0.01%
129
+43
31 32
33
34 35