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
$368M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$25.7M
3
+$22.1M
4
TXRH icon
Texas Roadhouse
TXRH
+$12M
5
DIS icon
Walt Disney
DIS
+$11.2M

Top Sells

1
+$13.8M
2
+$12.1M
3
+$11.6M
4
BABA icon
Alibaba
BABA
+$10.7M
5
DPZ icon
Domino's
DPZ
+$6.95M

Sector Composition

1 Consumer Discretionary 36.56%
2 Financials 15.37%
3 Technology 14.91%
4 Communication Services 12.57%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
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