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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
$1.04B
AUM Growth
+$59.2M
(+6%)
Holding
370
Top Buys
| 1 | +$22.5M | |
| 2 | +$14.8M | |
| 3 | +$13.5M | |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$1.78M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$1.19M |
Top Sells
| 1 | +$34.5M | |
| 2 | +$13.5M | |
| 3 | +$2.04M | |
| 4 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$1.81M |
| 5 |
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
|
+$1.2M |
Sector Composition
| 1 | Technology | 9.65% |
| 2 | Financials | 7.56% |
| 3 | Consumer Staples | 4.2% |
| 4 | Industrials | 3.26% |
| 5 | Consumer Discretionary | 2.83% |