NIA
Northstar Investment Advisors Portfolio holdings
AUM
$755M
1-Year Est. Return
37.8%
This Fund
S&P 500
1 Year Est. Return
+37.8%
AUM
$755M
AUM Growth
+$69.2M
(+10%)
Holding
164
Top Buys
| 1 | +$48.2M | |
| 2 | +$10.8M | |
| 3 | +$9.81M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$5.13M |
| 5 |
UnitedHealth
UNH
|
+$4.5M |
Top Sells
| 1 | +$8.67M | |
| 2 | +$6.36M | |
| 3 | +$2.64M | |
| 4 |
Intel
INTC
|
+$2.09M |
| 5 |
Cisco
CSCO
|
+$1.88M |
Sector Composition
| 1 | Technology | 29.09% |
| 2 | Healthcare | 10.89% |
| 3 | Consumer Discretionary | 9.03% |
| 4 | Financials | 8.53% |
| 5 | Industrials | 6.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares Gold Trust
IAU
$74.9B
| – | – |
-5,400
|
|