We are live on ! Find out more
NC

NewSquare Capital Portfolio holdings

AUM $1.15B
1-Year Est. Return 24.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Sector Composition

1 Utilities 2.51%
2 Technology 1.63%
3 Consumer Discretionary 1.33%
4 Communication Services 1.27%
5 Consumer Staples 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-46
327
-82
328
-170
329
-61
330
-330
331
-149
332
0
333
-337
334
-11
335
-107
336
-39
337
-36
338
-150
339
-74
340
-38
341
-50
342
-34
343
-64
344
-71
345
-1,850
346
-157
347
-20
348
-112
349
-164
350
-19,968