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
$216M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$12.5M
3
+$11.5M
4
MCD icon
McDonald's
MCD
+$11M
5
PLAN
Anaplan, Inc.
PLAN
+$11M

Top Sells

1
+$15.6M
2
+$11.5M
3
+$10.9M
4
LULU icon
lululemon athletica
LULU
+$10.7M
5
LOW icon
Lowe's Companies
LOW
+$9.85M

Sector Composition

1 Consumer Discretionary 46.86%
2 Technology 24.98%
3 Real Estate 10.93%
4 Industrials 10.76%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
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