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
$80.4M
AUM Growth
-$9.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1
152
-5
153
-4
154
-2
155
-70
156
-2
157
-21
158
-20
159
-1
160
-2
161
-3
162
-22
163
-58
164
-7
165
-14
166
-13
167
-1
168
-17
169
-20
170
-13
171
-21,891
172
-93
173
-1
174
-34
175
-1