NR
Newfound Research Portfolio holdings
AUM
$40.8M
This Quarter Return
+5.32%
1 Year Return
-12.42%
3 Year Return
+54.59%
5 Year Return
+89.01%
10 Year Return
–
AUM
$92.4M
AUM Growth
+$92.4M
(+10%)
Cap. Flow
+$6.27M
Cap. Flow
% of AUM
6.79%
Top 10 Holdings %
Top 10 Hldgs %
78.3%
Holding
86
New
8
Increased
33
Reduced
18
Closed
23
Top Buys
| 1 |
iShares Global Comm Services ETF
IXP
|
$11.8M |
| 2 |
iShares Global Materials ETF
MXI
|
$8.39M |
| 3 |
iShares Global Energy ETF
IXC
|
$3.88M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$3.25M |
| 5 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
$2M |
Top Sells
| 1 |
iShares Global Tech ETF
IXN
|
$11.2M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$10.1M |
| 3 |
iShares Global Consumer Staples ETF
KXI
|
$3.95M |
| 4 |
iShares Global Consumer Discretionary ETF
RXI
|
$3.37M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$1.75M |
