NFAM

North Fourth Asset Management Portfolio holdings

AUM $69.7M
1-Year Est. Return 19.3%
This Quarter Est. Return
1 Year Est. Return
+19.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
-$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$14.6M
3
+$10.9M
4
LOW icon
Lowe's Companies
LOW
+$9.85M
5
PFGC icon
Performance Food Group
PFGC
+$9.81M

Top Sells

1
+$19.2M
2
+$16.3M
3
+$12.9M
4
DHI icon
D.R. Horton
DHI
+$12M
5
PLAN
Anaplan, Inc.
PLAN
+$11M

Sector Composition

1 Consumer Discretionary 60.6%
2 Consumer Staples 18.19%
3 Real Estate 12.17%
4 Communication Services 7.76%
5 Technology 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
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