NPP
New Potomac Partners Portfolio holdings
AUM
$195M
This Quarter Return
+4.96%
1 Year Return
+30.7%
3 Year Return
+37.18%
5 Year Return
+102.97%
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.36%
Holding
148
New
148
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Floating Rate Bond ETF
FLOT
|
$4.53M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$3.55M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$3.42M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$3.05M |
| 5 |
Microsoft
MSFT
|
$2.87M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 16.63% |
| 2 | Healthcare | 11.73% |
| 3 | Communication Services | 9.47% |
| 4 | Technology | 9.02% |
| 5 | Consumer Discretionary | 5.97% |
