NR
Newfound Research Portfolio holdings
AUM
$40.8M
This Quarter Return
-2.83%
1 Year Return
-12.42%
3 Year Return
+54.59%
5 Year Return
+89.01%
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(-18%)
Cap. Flow
-$23M
Cap. Flow
% of AUM
-15.94%
Top 10 Holdings %
Top 10 Hldgs %
86.29%
Holding
242
New
6
Increased
66
Reduced
53
Closed
33
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$71.3M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$4.78M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$3.95M |
| 4 |
iShares Global Consumer Staples ETF
KXI
|
$2.56M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
$1.79M |
Top Sells
Sector Composition
| 1 | Healthcare | 0.01% |
| 2 | Technology | 0.01% |
| 3 | Consumer Staples | 0.01% |
| 4 | Financials | 0.01% |
| 5 | Consumer Discretionary | 0.01% |
