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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
$357M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 1.28%
2 Financials 1.02%
3 Communication Services 0.97%
4 Healthcare 0.86%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
0
377
-55
378
0
379
0
380
-44,714
381
0
382
-500