NR
Newfound Research Portfolio holdings
AUM
$40.8M
1-Year Return
12.42%
This Quarter Return
+3.14%
1 Year Return
-12.42%
3 Year Return
+54.59%
5 Year Return
+89.01%
10 Year Return
–
AUM
$116M
AUM Growth
-$21.8M
(-16%)
Cap. Flow
-$25.2M
Cap. Flow
% of AUM
-21.76%
Top 10 Holdings %
Top 10 Hldgs %
43.87%
Holding
242
New
15
Increased
75
Reduced
37
Closed
12
Top Buys
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$3.76M |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
$3.69M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$2.62M |
| 4 |
iShares Global Financials ETF
IXG
|
$2.28M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$2.06M |
Top Sells
Sector Composition
| 1 | Technology | 0.02% |
| 2 | Financials | 0.02% |
| 3 | Healthcare | 0.02% |
| 4 | Industrials | 0.01% |
| 5 | Consumer Discretionary | 0.01% |
