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
$47.2M
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.39%
2 Technology 3.61%
3 Industrials 3.39%
4 Consumer Staples 2.31%
5 Consumer Discretionary 1.2%