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
826
$29.6K ﹤0.01%
+416
827
$27.6K ﹤0.01%
859
+389
828
$26.9K ﹤0.01%
92
+28
829
$25.9K ﹤0.01%
307
+103
830
$25.4K ﹤0.01%
81
+27
831
$25.1K ﹤0.01%
307
+98
832
$25K ﹤0.01%
48
+16
833
$24.5K ﹤0.01%
321
+113
834
$24.5K ﹤0.01%
147
+84
835
$24.3K ﹤0.01%
1,206
+384
836
$24.2K ﹤0.01%
271
+97
837
$24.2K ﹤0.01%
134
+42
838
$23.7K ﹤0.01%
198
+68
839
$23.6K ﹤0.01%
133
+51
840
$23.6K ﹤0.01%
126
+46
841
$23.4K ﹤0.01%
85
+28
842
$23K ﹤0.01%
288
+98
843
$22.9K ﹤0.01%
101
+37
844
$22.1K ﹤0.01%
100
+36
845
$22K ﹤0.01%
284
+92
846
$20.3K ﹤0.01%
268
847
$20.1K ﹤0.01%
271
+104
848
$20K ﹤0.01%
275
+63
849
$19.5K ﹤0.01%
70
+32
850
$18K ﹤0.01%
17
+4
32 33
34
35 36