NC
NewSquare Capital Portfolio holdings
AUM
$1.35B
1-Year Return
14.04%
This Quarter Return
+7.62%
1 Year Return
+14.04%
3 Year Return
+46.44%
5 Year Return
+85.69%
10 Year Return
+172.98%
AUM
$1.13B
AUM Growth
+$82.1M
(+7.8%)
Cap. Flow
+$30.8M
Cap. Flow
% of AUM
2.73%
Top 10 Holdings %
Top 10 Hldgs %
33.72%
Holding
549
New
41
Increased
99
Reduced
112
Closed
95
Top Buys
| 1 |
Invesco Dorsey Wright Momentum ETF
PDP
|
$7.88M |
| 2 |
Helmerich & Payne
HP
|
$7.8M |
| 3 |
CF Industries
CF
|
$7.67M |
| 4 |
Unilever
UL
|
$7.35M |
| 5 |
LCI Industries
LCII
|
$7.32M |
Top Sells
Sector Composition
| 1 | Technology | 6.28% |
| 2 | Financials | 5.91% |
| 3 | Consumer Discretionary | 5.27% |
| 4 | Healthcare | 4.26% |
| 5 | Industrials | 3.85% |
