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NCM
New Capital Management Portfolio holdings
AUM
$406M
1-Year Est. Return
13.46%
This Fund
S&P 500
1 Year Est. Return
+13.46%
AUM
$335M
AUM Growth
+$18.8M
(+6%)
Holding
57
Top Buys
| 1 | +$10.8M | |
| 2 | +$2.08M | |
| 3 | +$1.08M | |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$936K |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$602K |
Top Sells
| 1 | +$7.2M | |
| 2 | +$4.93M | |
| 3 | +$1.94M | |
| 4 |
Dimensional Global Real Estate ETF
DFGR
|
+$1.9M |
| 5 |
Dimensional International Sustainability Core 1 ETF
DFSI
|
+$1.03M |
Sector Composition
| 1 | Financials | 14.47% |
| 2 | Technology | 5.49% |
| 3 | Consumer Staples | 3.24% |
| 4 | Consumer Discretionary | 1.21% |
| 5 | Communication Services | 0.64% |