NA
Nottingham Advisors Portfolio holdings
AUM
$674M
This Quarter Return
+2.36%
1 Year Return
+11.56%
3 Year Return
+36.66%
5 Year Return
+50.17%
10 Year Return
+77.04%
AUM
$538M
AUM Growth
+$538M
(-2.5%)
Cap. Flow
-$25.6M
Cap. Flow
% of AUM
-4.76%
Top 10 Holdings %
Top 10 Hldgs %
53.79%
Holding
92
New
4
Increased
34
Reduced
44
Closed
2
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$12.4M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$8.53M |
| 3 |
Community Bank
CBU
|
$8.34M |
| 4 |
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
|
$7.36M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.09M |
Sector Composition
| 1 | Financials | 2.1% |
| 2 | Healthcare | 0.72% |
| 3 | Industrials | 0.34% |
| 4 | Technology | 0.27% |
| 5 | Consumer Staples | 0.1% |
