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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
$552M
AUM Growth
+$4.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$9.51M
3
+$2.15M
4
MMM icon
3M
MMM
+$1.95M
5
ULST icon
State Street Ultra Short Term Bond ETF
ULST
+$1.25M

Top Sells

1
+$15.7M
2
+$9.35M
3
+$7.93M
4
GM icon
General Motors
GM
+$1.86M
5
INDY icon
iShares S&P India Nifty 50 Index Fund
INDY
+$1.76M

Sector Composition

1 Consumer Staples 2.34%
2 Industrials 2.32%
3 Financials 1.9%
4 Energy 1.69%
5 Technology 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
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