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
$163M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$5M
3
+$3.69M
4
NVDA icon
NVIDIA
NVDA
+$3.64M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.34M

Top Sells

1
+$30M
2
+$5.94M
3
+$4.51M
4
INTC icon
Intel
INTC
+$2.17M
5
GEV icon
GE Vernova
GEV
+$1.72M

Sector Composition

1 Technology 54.46%
2 Consumer Discretionary 22.4%
3 Energy 8.08%
4 Communication Services 7.77%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
0
177
– –
-10,000
178
– –
0
4 5 6 7
8