NEIRG

New England Investment & Retirement Group Portfolio holdings

AUM $434M
1-Year Est. Return 25.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$235M
AUM Growth
-$56.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Sector Composition

1 Real Estate 5.03%
2 Technology 4.05%
3 Energy 3.4%
4 Healthcare 2.56%
5 Financials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-11,731