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
$212M
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$982K
3
+$520K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$323K
5
T icon
AT&T
T
+$248K

Top Sells

1
+$1.56M
2
+$428K
3
+$421K
4
AAPL icon
Apple
AAPL
+$214K
5
BMY icon
Bristol-Myers Squibb
BMY
+$205K

Sector Composition

1 Technology 10.59%
2 Healthcare 10.03%
3 Financials 7.86%
4 Communication Services 5.47%
5 Industrials 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
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