NC

NewSquare Capital Portfolio holdings

AUM $1.35B
1-Year Est. Return 14.04%
This Quarter Est. Return
1 Year Est. Return
+14.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.02%
2 Energy 0.9%
3 Healthcare 0.83%
4 Consumer Staples 0.73%
5 Technology 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-875
352
-525
353
$0 ﹤0.01%
3
354
$0 ﹤0.01%
12
355
-9
356
0
357
$0 ﹤0.01%
10
358
-23
359
0