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
51
$502K 0.5%
+5,182
52
$498K 0.5%
+5,434
53
$480K 0.48%
+2,183
54
$480K 0.48%
+1,817
55
$473K 0.47%
+4,656
56
$449K 0.45%
+10,754
57
$449K 0.45%
+19,764
58
$443K 0.44%
+1,200
59
$441K 0.44%
+1,997
60
$439K 0.44%
+16,967
61
$438K 0.44%
+3,316
62
$431K 0.43%
+2,263
63
$429K 0.43%
+1,785
64
$429K 0.43%
+17,163
65
$421K 0.42%
+17,719
66
$417K 0.42%
+1,800
67
$397K 0.4%
+3,725
68
$395K 0.39%
+1,700
69
$394K 0.39%
+4,353
70
$389K 0.39%
+2,296
71
$385K 0.38%
+5,632
72
$366K 0.36%
+3,776
73
$366K 0.36%
+6,969
74
$360K 0.36%
+4,073
75
$349K 0.35%
+8,035
1 2
3
4 5