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NCA

New Century Advisors Portfolio holdings

AUM $82.1M
1-Year Est. Return 3.88%
This Fund
S&P 500
This Quarter Est. Return
-11.22%
1 Year Est. Return
-3.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.3M
AUM Growth
-$30.1M
Cap. Flow
-$18.4M
Cap. Flow %
-20.87%
Top 10 Hldgs %
63.93%
Holding
117
New
16
Increased
31
Reduced
14
Closed
23

Sector Composition

Rank Sector Weight
1 Energy 10.23%
2 Materials 4.8%
3 Financials 3.56%
4 Technology 3.49%
5 Industrials 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GLD icon
1
SPDR Gold Trust
GLD
$131B
$10.6M 12.05%
63,230
+5,290
+9% +$924K
EMLC icon
2
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.74B
$9.33M 10.56%
381,250
VCSH icon
3
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$8.76M 9.92%
114,920
+57,760
+101% +$4.44M
DBA icon
4
Invesco DB Agriculture Fund
DBA
$1.26B
$7.25M 8.21%
355,910
-90,400
-20% -$1.99M
SLV icon
5
iShares Silver Trust
SLV
$28.1B
$6.83M 7.73%
366,190
-67,140
-15% -$1.4M
PCY icon
6
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.38B
$4.14M 4.69%
+223,670
New +$4.53M
DBB icon
7
Invesco DB Base Metals Fund
DBB
$306M
$2.53M 2.86%
130,210
+31,650
+32% +$734K
CEMB icon
8
iShares JPMorgan EM Corporate Bond ETF
CEMB
$393M
$2.48M 2.81%
57,883
HES
9
DELISTED
Hess
HES
$2.27M 2.57%
21,470
+5,020
+31% +$568K
XLV icon
10
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$2.23M 2.53%
17,390
-6,010
-26% -$788K
PXD
11
DELISTED
Pioneer Natural Resource Co.
PXD
$1.87M 2.12%
+8,400
New +$2.13M
COP icon
12
ConocoPhillips
COP
$147B
$1.77M 2.01%
19,760
KRE icon
13
State Street SPDR S&P Regional Banking ETF
KRE
$4.86B
$1.76M 2%
30,370
MOS icon
14
The Mosaic Company
MOS
$7.09B
$1.68M 1.9%
35,570
DE icon
15
Deere & Co
DE
$170B
$1.59M 1.8%
5,300
SLB icon
16
SLB Ltd
SLB
$78.4B
$1.41M 1.59%
39,310
EMCB icon
17
WisdomTree Emerging Markets Corporate Bond Fund
EMCB
$98.7M
$1.33M 1.5%
21,932
AZO icon
18
AutoZone
AZO
$48.3B
$1.25M 1.41%
+580
New +$1.19M
TGT icon
19
Target
TGT
$62.1B
$1.21M 1.37%
8,540
TMUS icon
20
T-Mobile US
TMUS
$193B
$1.17M 1.33%
8,720
MA icon
21
Mastercard
MA
$477B
$1.15M 1.3%
3,630
-830
-19% -$286K
DBO icon
22
Invesco DB Oil Fund
DBO
$425M
$1.05M 1.19%
57,550
+30,750
+115% +$576K
STLD icon
23
Steel Dynamics
STLD
$35.6B
$982K 1.11%
+14,850
New +$1.19M
JPM icon
24
JPMorgan Chase
JPM
$939B
$936K 1.06%
8,310
CRM icon
25
Salesforce
CRM
$134B
$865K 0.98%
5,240

Similar funds

New Century Advisors's Q2 2022 Portfolio in Review

As of Q2 2022, New Century Advisors held 117 positions worth $88.3M, down 25% from $118M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

New Century Advisors withdrew a net $18.4M in Q2 2022, closing 23 positions and reducing 14 holdings. Its most notable exit was State Street SPDR Bloomberg Short Term High Yield Bond ETF, an estimated $4.5M position sold in full.

By sector, the portfolio is most concentrated in Energy at 10% of assets, up from 7.8% a quarter earlier, followed by Materials and Financials.

Against the trend, New Century Advisors opened a new position in Invesco Emerging Markets Sovereign Debt ETF worth $4.14M.

  • New Century Advisors's largest Q2 2022 buy was Invesco Emerging Markets Sovereign Debt ETF: 223,670 shares worth $4.14M.
  • New Century Advisors added most to Vanguard Short-Term Corporate Bond ETF in Q2 2022, an estimated $4.44M increase.
  • New Century Advisors's biggest Q2 2022 reduction was ExxonMobil, cutting an estimated $2.21M.
  • New Century Advisors fully exited State Street SPDR Bloomberg Short Term High Yield Bond ETF in Q2 2022, selling an estimated $4.5M.
  • New Century Advisors's ten largest holdings make up 64% of its $88.3M portfolio in Q2 2022.
  • New Century Advisors opened 16 new positions and closed 23 in Q2 2022.
  • New Century Advisors's portfolio value fell 25% quarter-over-quarter to $88.3M.

Based on New Century Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.