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
$153M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.4M
3
+$6.21M
4
DRI icon
Darden Restaurants
DRI
+$6.16M
5
COLM icon
Columbia Sportswear
COLM
+$6.08M

Top Sells

1
+$11M
2
+$10.3M
3
+$8.83M
4
SGI
Somnigroup International
SGI
+$7.82M
5
BABA icon
Alibaba
BABA
+$6.26M

Sector Composition

1 Consumer Discretionary 68.17%
2 Industrials 9.99%
3 Real Estate 7.51%
4 Consumer Staples 6.52%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
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