NIM
Niles Investment Management Portfolio holdings
AUM
$120M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$120M
AUM Growth
–
Holding
19
Top Buys
| 1 | +$22.5M | |
| 2 | +$11.1M | |
| 3 | +$9.94M | |
| 4 |
Amazon
AMZN
|
+$9.45M |
| 5 |
NVIDIA
NVDA
|
+$9.23M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 43.67% |
| 2 | Consumer Discretionary | 26.17% |
| 3 | Communication Services | 14.8% |
| 4 | Industrials | 9.53% |
| 5 | Healthcare | 1.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Nike
NKE
$62.9B
| $22M | 18.25% |
+344,714
|
|
||
2
Meta Platforms (Facebook)
META
$1.59T
| $11M | 9.13% |
+16,643
|
|
||
3
Apple
AAPL
$3.77T
| $10.1M | 8.37% |
+37,028
|
|
||
|
4
Amazon
AMZN
$2.56T
| $9.54M | 7.92% |
+41,314
|
|
||
|
5
NVIDIA
NVDA
$4.57T
| $9.25M | 7.69% |
+49,612
|
|
||
6
Impinj
PI
$3.09B
| $8.17M | 6.79% |
+46,939
|
|
||
7
Boeing
BA
$172B
| $7.49M | 6.22% |
+34,488
|
|
||
8
Salesforce
CRM
$159B
| $7.04M | 5.85% |
+26,591
|
|
||
9
Cisco
CSCO
$323B
| $6.93M | 5.76% |
+89,964
|
|
||
10
Broadcom
AVGO
$1.77T
| $5.81M | 4.83% |
+16,795
|
|
||
11
iShares MSCI India ETF
INDA
$6.33B
| $4.1M | 3.41% |
+75,862
|
|
||
12
Axon Enterprise
AXON
$28.8B
| $3.98M | 3.31% |
+7,014
|
|
||
13
GitLab
GTLB
$3.41B
| $3.98M | 3.31% |
+106,134
|
|
||
14
Baidu
BIDU
$38B
| $3.52M | 2.92% |
+26,911
|
|
||
15
Alphabet (Google) Class A
GOOGL
$3.85T
| $3.31M | 2.75% |
+10,567
|
|
||
16
Warby Parker
WRBY
$2.56B
| $1.38M | 1.14% |
+63,169
|
|
||
17
Adtran
ADTN
$1.19B
| $1.3M | 1.08% |
+149,494
|
|
||
18
Invesco KBW Bank ETF
KBWB
$5.07B
| $868K | 0.72% |
+10,300
|
|
||
19
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.27B
| $658K | 0.55% |
+4,999
|
|