NAS

Nicolet Advisory Services Portfolio holdings

AUM $1.18B
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$589M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 2.32%
2 Financials 2.23%
3 Technology 1.54%
4 Utilities 1.19%
5 Energy 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$11K ﹤0.01%
+1,070