NDSI

Newman Dignan & Sheerar Inc Portfolio holdings

AUM $463M
1-Year Est. Return 17.53%
This Quarter Est. Return
1 Year Est. Return
+17.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$691K
2 +$426K
3 +$330K
4
EPD icon
Enterprise Products Partners
EPD
+$241K
5
NKE icon
Nike
NKE
+$211K

Top Sells

1 +$714K
2 +$290K
3 +$191K
4
NVDA icon
NVIDIA
NVDA
+$148K
5
PBE icon
Invesco Biotechnology & Genome ETF
PBE
+$131K

Sector Composition

1 Technology 12.83%
2 Healthcare 12.83%
3 Financials 9.33%
4 Industrials 8.87%
5 Energy 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-630