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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
$437M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$2.35M
3
+$1.94M
4
LYB icon
LyondellBasell Industries
LYB
+$1.32M
5
ETN icon
Eaton
ETN
+$1.16M

Top Sells

1
+$69.4M
2
+$35.1M
3
+$18M
4
BXP icon
Boston Properties
BXP
+$15.3M
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$13.9M

Sector Composition

1 Utilities 3.29%
2 Consumer Staples 1.54%
3 Technology 1.46%
4 Financials 1.45%
5 Healthcare 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
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