NR

Newfound Research Portfolio holdings

AUM $40.8M
1-Year Est. Return 12.42%
This Quarter Est. Return
1 Year Est. Return
-12.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.8M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$1.61M
3
+$1.6M
4
FDMO icon
Fidelity Momentum Factor ETF
FDMO
+$1.28M
5
JMOM icon
JPMorgan US Momentum Factor ETF
JMOM
+$1.28M

Top Sells

1
+$285K
2
+$103K
3
+$100K
4
COST icon
Costco
COST
+$86K
5
DHR icon
Danaher
DHR
+$86K

Sector Composition

1 Technology 3.96%
2 Consumer Staples 3.13%
3 Healthcare 2.98%
4 Industrials 2.8%
5 Consumer Discretionary 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
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