We are live on
!
Find out more
NAS
Nicolet Advisory Services Portfolio holdings
AUM
$1.48B
1-Year Est. Return
17.28%
This Fund
S&P 500
1 Year Est. Return
+17.28%
AUM
$930M
AUM Growth
+$27.1M
(+3%)
Holding
339
Top Buys
| 1 | +$13.7M | |
| 2 | +$12.6M | |
| 3 | +$3.18M | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$2.88M |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$1.93M |
Top Sells
| 1 | +$13M | |
| 2 | +$12.2M | |
| 3 | +$9.51M | |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$4.9M |
| 5 |
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
|
+$4.89M |
Sector Composition
| 1 | Financials | 7.43% |
| 2 | Technology | 7.32% |
| 3 | Consumer Staples | 4.08% |
| 4 | Industrials | 3.05% |
| 5 | Consumer Discretionary | 2.69% |