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
$312M
AUM Growth
+$9.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$1.15M
3 +$884K
4
CRM icon
Salesforce
CRM
+$779K
5
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$598K

Sector Composition

1 Technology 12.12%
2 Healthcare 8.02%
3 Financials 4.4%
4 Industrials 4.04%
5 Consumer Staples 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-6,450
202
-10,866
203
-6,579