NC
NewSquare Capital Portfolio holdings
AUM
$1.35B
1-Year Return
14.04%
This Quarter Return
+3.04%
1 Year Return
+14.04%
3 Year Return
+46.44%
5 Year Return
+85.69%
10 Year Return
+172.98%
AUM
$418M
AUM Growth
+$6.01M
(+1.5%)
Cap. Flow
+$72M
Cap. Flow
% of AUM
17.23%
Top 10 Holdings %
Top 10 Hldgs %
49.62%
Holding
350
New
27
Increased
84
Reduced
59
Closed
14
Top Buys
Top Sells
| 1 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$8.19M |
| 2 |
iShares Dow Jones US ETF
IYY
|
$2.04M |
| 3 |
Best Buy
BBY
|
$1.33M |
| 4 |
Invesco Senior Loan ETF
BKLN
|
$1.15M |
| 5 |
Eli Lilly
LLY
|
$1.1M |
Sector Composition
| 1 | Utilities | 2.98% |
| 2 | Consumer Staples | 1.35% |
| 3 | Financials | 1.34% |
| 4 | Technology | 1.32% |
| 5 | Healthcare | 1.13% |
