NEIRG

New England Investment & Retirement Group Portfolio holdings

AUM $434M
1-Year Est. Return 25.45%
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

Top Buys

1 +$32.1M
2 +$8.27M
3 +$7.97M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$7.96M
5
XOM icon
Exxon Mobil
XOM
+$7.85M

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
$0 ﹤0.01%
+11