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NHC
Nicholas Hoffman & Company Portfolio holdings
AUM
$4.33B
1-Year Est. Return
18.98%
This Fund
S&P 500
This Quarter
Est. Return
+6.09%
1 Year Est. Return
+18.98%
3 Year Est. Return
+55.21%
5 Year Est. Return
+46.72%
10 Year Est. Return
+185.29%
AUM
$4.13B
AUM Growth
+$260M
(+6.7%)
Cap. Flow
+$73.2M
Cap. Flow
% of AUM
1.77%
Top 10 Holdings %
Top 10 Hldgs %
80.52%
Holding
317
New
12
Increased
133
Reduced
89
Closed
11
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$201M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$61.4M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$51.5M |
| 4 |
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$28.9M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$23M |
Top Sells
| 1 |
Intuit
INTU
|
+$349M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$907K |
| 3 |
American Express
AXP
|
+$593K |
| 4 |
Intuitive Surgical
ISRG
|
+$420K |
| 5 |
Apple
AAPL
|
+$345K |
Sector Composition
| 1 | Financials | 11.08% |
| 2 | Technology | 8.25% |
| 3 | Consumer Staples | 1.06% |
| 4 | Healthcare | 1% |
| 5 | Industrials | 0.87% |
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