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NR
Newfound Research Portfolio holdings
AUM
$40.8M
1-Year Est. Return
12.42%
This Fund
S&P 500
This Quarter
Est. Return
-3.91%
1 Year Est. Return
-12.42%
3 Year Est. Return
+54.59%
5 Year Est. Return
+89.01%
10 Year Est. Return
–
AUM
$40.8M
AUM Growth
-$6.35M
(-13%)
Cap. Flow
-$4.59M
Cap. Flow
% of AUM
-11.24%
Top 10 Holdings %
Top 10 Hldgs %
61.09%
Holding
142
New
11
Increased
37
Reduced
82
Closed
11
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$2.87M |
| 2 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$205K |
| 3 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$179K |
| 4 |
Arista Networks
ANET
|
+$79.9K |
| 5 |
Apple
AAPL
|
+$76K |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$2.95M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.76M |
| 3 |
Fidelity Momentum Factor ETF
FDMO
|
+$339K |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$275K |
| 5 |
JPMorgan US Momentum Factor ETF
JMOM
|
+$252K |
Sector Composition
| 1 | Healthcare | 5.14% |
| 2 | Technology | 3.95% |
| 3 | Industrials | 3.66% |
| 4 | Consumer Staples | 2.12% |
| 5 | Consumer Discretionary | 1.38% |
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