NCM
Newgate Capital Management Portfolio holdings
AUM
$121M
1-Year Return
3.73%
This Quarter Return
-4.99%
1 Year Return
-3.73%
3 Year Return
+7.69%
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
-$20.4M
(-12%)
Cap. Flow
-$10.4M
Cap. Flow
% of AUM
-6.83%
Top 10 Holdings %
Top 10 Hldgs %
40.22%
Holding
134
New
35
Increased
19
Reduced
47
Closed
30
Top Buys
Top Sells
Sector Composition
| 1 | Materials | 7.96% |
| 2 | Energy | 6.63% |
| 3 | Financials | 4.17% |
| 4 | Utilities | 3.8% |
| 5 | Technology | 3.69% |