NPP

New Potomac Partners Portfolio holdings

AUM $195M
1-Year Est. Return 30.7%
This Quarter Est. Return
1 Year Est. Return
+30.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$765K
3
+$619K
4
T icon
AT&T
T
+$582K
5
AMZN icon
Amazon
AMZN
+$110K

Top Sells

1
+$1.14M
2
+$1.11M
3
+$328K
4
D icon
Dominion Energy
D
+$277K
5
BND icon
Vanguard Total Bond Market
BND
+$271K

Sector Composition

1 Financials 14.9%
2 Healthcare 10.72%
3 Communication Services 9.36%
4 Technology 9.27%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,200
152
$0 ﹤0.01%
9
153
– –
-11,723
154
– –
-178
3 4 5 6
7