We are live on ! Find out more
NI

Niatross Investments Portfolio holdings

AUM $199M
This Fund
S&P 500
This Quarter Est. Return
+13.07%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$199M
AUM Growth
+$40.7M
Cap. Flow
+$20.1M
Cap. Flow %
10.12%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

1
KT icon
KT
KT
+$20.1M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KT icon
1
KT
KT
$8.26B
$199M 100%
9,262,061
+935,066
+11% +$20.1M

Similar funds

SPWG
Sage Private Wealth Group Oakbrook Terrace, Illinois $199M AUM 28.03% 1-Year Est. Return
GPW
Gray Private Wealth Canton, Massachusetts $199M AUM 16.58% 1-Year Est. Return
MCM
Mendel Capital Management Little Rock, Arkansas $199M AUM
PS
Pennant Select Summit, New Jersey $199M AUM 147.97% 1-Year Est. Return
PMIA
Patrick Mauro Investment Advisor Oak Brook, Illinois $199M AUM 9.61% 1-Year Est. Return
DEM
Disciplined Equity Management Neptune Beach, Florida $199M AUM 20.69% 1-Year Est. Return
CASB
Cape Ann Savings Bank Glocuster, Massachusetts $199M AUM 23.65% 1-Year Est. Return
KL
KilterHowling LLC Boulder, Colorado $198M AUM 12.9% 1-Year Est. Return