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
176
-2
177
-3
178
-27
179
-9
180
-1
181
-3
182
-1
183
-2
184
-7
185
-2
186
-16
187
-38
188
-3
189
-1
190
-4
191
-8
192
-20
193
-2
194
-1
195
-3
196
-2
197
-19
198
-5
199
-18
200
-9