NA

Novus Advisors Portfolio holdings

AUM $65.5M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$3.91M
3
+$3.38M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.32M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.33%
2 Consumer Discretionary 5.72%
3 Consumer Staples 2.72%
4 Industrials 1.69%
5 Energy 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$972K 0.97%
+21,641
27
$913K 0.91%
+12,993
28
$893K 0.89%
+39,345
29
$882K 0.88%
+3,643
30
$858K 0.86%
+38,314
31
$826K 0.82%
+4,636
32
$822K 0.82%
+5,684
33
$807K 0.8%
+5,304
34
$799K 0.8%
+68,487
35
$790K 0.79%
+3,464
36
$786K 0.78%
+17,396
37
$746K 0.74%
+21,005
38
$721K 0.72%
+6,700
39
$710K 0.71%
+7,862
40
$708K 0.71%
+1,763
41
$704K 0.7%
+36,042
42
$700K 0.7%
+30,476
43
$686K 0.68%
+3,844
44
$670K 0.67%
+12,251
45
$643K 0.64%
+19,629
46
$631K 0.63%
+1,172
47
$597K 0.6%
+5,116
48
$582K 0.58%
+31,487
49
$560K 0.56%
+18,073
50
$537K 0.53%
+4,983
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