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Nottingham Advisors Portfolio holdings

AUM $720M
1-Year Est. Return 10.64%
This Quarter Est. Return
1 Year Est. Return
+10.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$890M
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Sells

1 +$10.8M
2 +$8.45M
3 +$7.56M
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$7.17M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.43M

Sector Composition

1 Financials 2.81%
2 Healthcare 0.72%
3 Technology 0.55%
4 Communication Services 0.45%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-8,804
152
-1,050