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NSIM

North Star Investment Management Portfolio holdings

AUM $1.65B
1-Year Est. Return 20.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$99.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,114
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$2.96M
3
+$2.82M
4
ACCO icon
Acco Brands
ACCO
+$2.77M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.72M

Top Sells

1
+$5.57M
2
+$3.79M
3
+$2.79M
4
RTX icon
RTX Corp
RTX
+$2.44M
5
PRTS icon
CarParts.com
PRTS
+$1.95M

Sector Composition

1 Industrials 13.94%
2 Financials 12.98%
3 Consumer Discretionary 12.38%
4 Technology 10.23%
5 Healthcare 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$3K ﹤0.01%
100
952
$3K ﹤0.01%
68
953
$3K ﹤0.01%
76
954
$3K ﹤0.01%
65
955
$3K ﹤0.01%
+25
956
$3K ﹤0.01%
50
-30
957
$3K ﹤0.01%
80
958
$3K ﹤0.01%
30
959
$3K ﹤0.01%
105
960
$3K ﹤0.01%
37
-254
961
$3K ﹤0.01%
126
962
$3K ﹤0.01%
163
963
$2K ﹤0.01%
90
964
$2K ﹤0.01%
39
965
$2K ﹤0.01%
390
966
$2K ﹤0.01%
+27
967
$2K ﹤0.01%
+114
968
$2K ﹤0.01%
+51
969
$2K ﹤0.01%
8
970
$2K ﹤0.01%
350
971
$2K ﹤0.01%
60
-56
972
$2K ﹤0.01%
138
-167
973
$2K ﹤0.01%
240
974
$2K ﹤0.01%
25
975
$2K ﹤0.01%
+35
37 38
39
40 41