NES
New England Securities Portfolio holdings
AUM
$285M
1-Year Return
7.17%
This Quarter Return
-0.71%
1 Year Return
+7.17%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
–
Cap. Flow
+$150M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
16.83%
Holding
1,437
New
1,432
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
AdvisorShares Ranger Equity Bear ETF
HDGE
|
$4.02M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$3.11M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$3.06M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$2.79M |
| 5 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$2.28M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.04% |
| 2 | Communication Services | 4.01% |
| 3 | Healthcare | 3.88% |
| 4 | Energy | 3.61% |
| 5 | Industrials | 3.55% |