NR
Newfound Research Portfolio holdings
AUM
$40.8M
1-Year Return
12.42%
This Quarter Return
+3.57%
1 Year Return
-12.42%
3 Year Return
+54.59%
5 Year Return
+89.01%
10 Year Return
–
AUM
$83.8M
AUM Growth
–
Cap. Flow
+$83.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
92.4%
Holding
78
New
76
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$16.6M |
| 2 |
iShares Global Consumer Staples ETF
KXI
|
$15.1M |
| 3 |
iShares Global Tech ETF
IXN
|
$14.8M |
| 4 |
iShares Global Utilities ETF
JXI
|
$7.43M |
| 5 |
iShares Global Consumer Discretionary ETF
RXI
|
$7.35M |
Top Sells
No sells this quarter
