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NPPM

North Point Portfolio Managers Portfolio holdings

AUM $561M
1-Year Est. Return 15.77%
This Fund
S&P 500
This Quarter Est. Return
-1.37%
1 Year Est. Return
+15.77%
3 Year Est. Return
+55%
5 Year Est. Return
+69.33%
10 Year Est. Return
+287.56%
AUM
$561M
AUM Growth
-$29.2M
Cap. Flow
-$5.35M
Cap. Flow %
-0.95%
Top 10 Hldgs %
38.9%
Holding
79
New
4
Increased
15
Reduced
38
Closed
3

Top Buys

1
TLN
Talen Energy Corp
TLN
+$11.5M
2
NFLX icon
Netflix
NFLX
+$10.1M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.76M
4
BSX icon
Boston Scientific
BSX
+$3.51M
5
SNPS icon
Synopsys
SNPS
+$2.54M

Top Sells

1
APH icon
Amphenol
APH
+$11.2M
2
GNTX icon
Gentex
GNTX
+$7.55M
3
GS icon
Goldman Sachs
GS
+$3.75M
4
TPL icon
Texas Pacific Land
TPL
+$2.7M
5
MPC icon
Marathon Petroleum
MPC
+$2.44M

Sector Composition

1 Technology 29.31%
2 Financials 13.1%
3 Consumer Discretionary 12.66%
4 Healthcare 11.41%
5 Communication Services 8.15%

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