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
$159M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.46%
2 Financials 5.48%
3 Consumer Discretionary 5.27%
4 Energy 4.44%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$285K 0.18%
+2,565
52
$201K 0.13%
+600