NFAM

North Fourth Asset Management Portfolio holdings

AUM $69.7M
1-Year Est. Return 43.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$11.1M
3
+$10.4M
4
EAT icon
Brinker International
EAT
+$8.59M
5
SGI
Somnigroup International
SGI
+$7.89M

Top Sells

1
+$17M
2
+$11.5M
3
+$10.4M
4
EDU icon
New Oriental
EDU
+$9.01M
5
JD icon
JD.com
JD
+$8.99M

Sector Composition

1 Consumer Discretionary 61.23%
2 Communication Services 13.15%
3 Consumer Staples 11.05%
4 Real Estate 9.35%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
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