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
$166M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$15.4M
3
+$12.2M
4
PLAN
Anaplan, Inc.
PLAN
+$9.01M
5
UBER icon
Uber
UBER
+$8.49M

Top Sells

1
+$11.6M
2
+$11M
3
+$10.8M
4
AAP icon
Advance Auto Parts
AAP
+$10.1M
5
VMC icon
Vulcan Materials
VMC
+$8.91M

Sector Composition

1 Consumer Discretionary 55.91%
2 Real Estate 22.31%
3 Technology 12.2%
4 Industrials 4.87%
5 Communication Services 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
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