NA
Nottingham Advisors Portfolio holdings
AUM
$674M
This Quarter Return
+0.67%
1 Year Return
+11.56%
3 Year Return
+36.66%
5 Year Return
+50.17%
10 Year Return
+77.04%
AUM
$758M
AUM Growth
+$758M
(+8.1%)
Cap. Flow
+$55.3M
Cap. Flow
% of AUM
7.29%
Top 10 Holdings %
Top 10 Hldgs %
52.46%
Holding
113
New
4
Increased
36
Reduced
41
Closed
7
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$49.4M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$22.8M |
| 3 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
$14M |
| 4 |
iShares Gold Trust
IAU
|
$11.8M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.97M |
Top Sells
Sector Composition
| 1 | Financials | 3% |
| 2 | Healthcare | 0.45% |
| 3 | Technology | 0.43% |
| 4 | Communication Services | 0.33% |
| 5 | Industrials | 0.19% |
