NA
Nottingham Advisors Portfolio holdings
AUM
$674M
This Quarter Return
+5.06%
1 Year Return
+11.56%
3 Year Return
+36.66%
5 Year Return
+50.17%
10 Year Return
+77.04%
AUM
$774M
AUM Growth
+$774M
(+46,930%)
Cap. Flow
+$35.1M
Cap. Flow
% of AUM
4.54%
Top 10 Holdings %
Top 10 Hldgs %
49.73%
Holding
137
New
24
Increased
50
Reduced
37
Closed
6
Top Buys
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$8.1M |
| 2 |
iShare MSCI Eurozone ETF
EZU
|
$7.43M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$7.39M |
| 4 |
iShares Biotechnology ETF
IBB
|
$4.48M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$4.2M |
Top Sells
Sector Composition
| 1 | Financials | 2.73% |
| 2 | Technology | 0.6% |
| 3 | Healthcare | 0.59% |
| 4 | Communication Services | 0.38% |
| 5 | Consumer Discretionary | 0.23% |
