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
$169M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$11.4M
3 +$9.76M
4
TGT icon
Target
TGT
+$8.82M
5
MCD icon
McDonald's
MCD
+$7.46M

Top Sells

1 +$8.58M
2 +$8.4M
3 +$7.95M
4
ESTC icon
Elastic
ESTC
+$7.75M
5
JD icon
JD.com
JD
+$7.03M

Sector Composition

1 Consumer Discretionary 49.01%
2 Technology 20.1%
3 Consumer Staples 16.02%
4 Industrials 9.52%
5 Healthcare 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-161,219