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NFA
Northern Financial Advisors Portfolio holdings
AUM
$137M
1-Year Est. Return
23.04%
This Fund
S&P 500
1 Year Est. Return
+23.04%
AUM
$137M
AUM Growth
+$49.7M
(+57%)
Holding
106
Top Buys
| 1 | +$4.08M | |
| 2 | +$2.3M | |
| 3 | +$1.73M | |
| 4 |
Netflix
NFLX
|
+$1.71M |
| 5 |
Exxon Mobil
XOM
|
+$1.5M |
Top Sells
| 1 | +$239K | |
| 2 | +$112K | |
| 3 | +$51.4K | |
| 4 |
Royal Caribbean
RCL
|
+$298 |
Sector Composition
| 1 | Technology | 22.04% |
| 2 | Financials | 14.92% |
| 3 | Industrials | 11.55% |
| 4 | Consumer Staples | 8.22% |
| 5 | Consumer Discretionary | 8.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Eastman Chemical
EMN
$8.38B
| $223K | 0.16% |
+2,916
|
|
||
102
Boeing
BA
$175B
| $218K | 0.16% |
+1,095
|
|
||
103
WisdomTree US MidCap Dividend Fund
DON
$3.94B
| $216K | 0.16% |
+4,118
|
|
||
104
Avery Dennison
AVY
$12.1B
| $216K | 0.16% |
+1,252
|
|
||
|
105
Royal Caribbean
RCL
$77.2B
| $211K | 0.15% |
768
-1
|
|
||
106
iShares Russell 1000 Value ETF
IWD
$75.9B
| – | – |
-1,134
|
|