NDSI
Newman Dignan & Sheerar Inc Portfolio holdings
AUM
$435M
This Quarter Return
+18.95%
1 Year Return
+15.26%
3 Year Return
+61.78%
5 Year Return
+88.93%
10 Year Return
+211.36%
AUM
$1.5M
AUM Growth
+$1.5M
(-99%)
Cap. Flow
-$1.8M
Cap. Flow
% of AUM
-120.28%
Top 10 Holdings %
Top 10 Hldgs %
90.71%
Holding
163
New
10
Increased
63
Reduced
51
Closed
5
Top Buys
Top Sells
| 1 |
Vanguard Mid-Cap ETF
VO
|
$324K |
| 2 |
Colgate-Palmolive
CL
|
$264K |
| 3 |
HP
HPQ
|
$224K |
| 4 |
Meta Platforms (Facebook)
META
|
$108K |
| 5 |
Schwab International Equity ETF
SCHF
|
$50K |
Sector Composition
| 1 | Communication Services | 87.25% |
| 2 | Technology | 1.34% |
| 3 | Healthcare | 1.18% |
| 4 | Financials | 1.07% |
| 5 | Industrials | 0.6% |
