We are live on ! Find out more
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
$435M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Sector Composition

1 Utilities 2.28%
2 Technology 1.58%
3 Consumer Discretionary 1.23%
4 Communication Services 1.16%
5 Financials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$3K ﹤0.01%
+92
427
$3K ﹤0.01%
+165
428
$3K ﹤0.01%
+60
429
$3K ﹤0.01%
+85
430
$3K ﹤0.01%
+170
431
$3K ﹤0.01%
+61
432
$3K ﹤0.01%
90
433
$3K ﹤0.01%
+36
434
$3K ﹤0.01%
+52
435
$2K ﹤0.01%
+74
436
$2K ﹤0.01%
+50
437
$2K ﹤0.01%
+34
438
$2K ﹤0.01%
+64
439
$2K ﹤0.01%
+71
440
$2K ﹤0.01%
+19
441
$2K ﹤0.01%
+34
442
$2K ﹤0.01%
+160
443
$2K ﹤0.01%
+27
444
$2K ﹤0.01%
+28
445
$2K ﹤0.01%
15
446
$2K ﹤0.01%
+83
447
$2K ﹤0.01%
+150
448
$2K ﹤0.01%
+67
449
$2K ﹤0.01%
+92
450
$2K ﹤0.01%
+48