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
$219M
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$15.1M
3
+$12.2M
4
YUM icon
Yum! Brands
YUM
+$10.1M
5
CRWD icon
CrowdStrike
CRWD
+$9.28M

Top Sells

1
+$13.5M
2
+$12.6M
3
+$8.16M
4
ZTS icon
Zoetis
ZTS
+$7.73M
5
LULU icon
lululemon athletica
LULU
+$7.3M

Sector Composition

1 Consumer Discretionary 41.87%
2 Consumer Staples 27.17%
3 Technology 15.38%
4 Industrials 7.35%
5 Communication Services 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
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