NR
Newfound Research Portfolio holdings
AUM
$40.8M
1-Year Return
12.42%
This Quarter Return
+4.3%
1 Year Return
-12.42%
3 Year Return
+54.59%
5 Year Return
+89.01%
10 Year Return
–
AUM
$128M
AUM Growth
+$16.5M
(+15%)
Cap. Flow
+$11.6M
Cap. Flow
% of AUM
9.04%
Top 10 Holdings %
Top 10 Hldgs %
49.93%
Holding
236
New
44
Increased
62
Reduced
60
Closed
8
Top Buys
Top Sells
| 1 |
iShares Global Tech ETF
IXN
|
$4.25M |
| 2 |
iShares Global Financials ETF
IXG
|
$3.77M |
| 3 |
iShares Global Materials ETF
MXI
|
$3.63M |
| 4 |
iShares Global Consumer Discretionary ETF
RXI
|
$3.61M |
| 5 |
iShares Global Industrials ETF
EXI
|
$3.57M |
Sector Composition
| 1 | Financials | 0.03% |
| 2 | Consumer Discretionary | 0.01% |
| 3 | Healthcare | 0.01% |
| 4 | Consumer Staples | 0.01% |
| 5 | Industrials | 0.01% |
