NOI

Newton One Investments Portfolio holdings

AUM $339M
1-Year Est. Return 13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$4.87M
3
+$2.53M
4
BND icon
Vanguard Total Bond Market
BND
+$1.79M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.19M

Top Sells

1
+$21.1M
2
+$1.94M
3
+$275K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$231K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$169K

Sector Composition

1 Technology 1.07%
2 Financials 0.37%
3 Consumer Discretionary 0.22%
4 Utilities 0.16%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
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