NC
NewSquare Capital Portfolio holdings
AUM
$1.35B
1-Year Return
14.04%
This Quarter Return
+1.25%
1 Year Return
+14.04%
3 Year Return
+46.44%
5 Year Return
+85.69%
10 Year Return
+172.98%
AUM
$435M
AUM Growth
+$15M
(+3.6%)
Cap. Flow
+$15.7M
Cap. Flow
% of AUM
3.61%
Top 10 Holdings %
Top 10 Hldgs %
50.17%
Holding
492
New
148
Increased
123
Reduced
61
Closed
15
Top Buys
Top Sells
Sector Composition
| 1 | Utilities | 2.28% |
| 2 | Technology | 1.58% |
| 3 | Consumer Discretionary | 1.23% |
| 4 | Communication Services | 1.16% |
| 5 | Financials | 1.15% |
