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
$59.2M
AUM Growth
-$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1 +$9.05M
2 +$7.71M
3 +$3.89M
4
PRMW
Primo Water Corporation
PRMW
+$3.84M
5
AMZN icon
Amazon
AMZN
+$3.7M

Top Sells

1 +$13.3M
2 +$12.8M
3 +$12.6M
4
HD icon
Home Depot
HD
+$12.1M
5
PLAN
Anaplan, Inc.
PLAN
+$11.6M

Sector Composition

1 Consumer Discretionary 66.71%
2 Technology 13.02%
3 Financials 7.08%
4 Real Estate 6.71%
5 Consumer Staples 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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