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Novus Advisors Portfolio holdings

AUM $43.6M
1-Year Est. Return 14.59%
This Quarter Est. Return
1 Year Est. Return
+14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.2M
AUM Growth
-$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$764K
3
+$649K
4
SPEU icon
SPDR Portfolio Europe ETF
SPEU
+$644K
5
TJAN
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
+$541K

Top Sells

1
+$1.37M
2
+$1.33M
3
+$541K
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$426K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$397K

Sector Composition

1 Technology 9.22%
2 Consumer Discretionary 5.61%
3 Consumer Staples 2.98%
4 Energy 1.84%
5 Healthcare 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$541K 0.55%
+21,389
52
$528K 0.53%
5,633
+199
53
$522K 0.53%
20,446
+3,283
54
$512K 0.52%
2,057
-126
55
$511K 0.52%
1,976
+159
56
$498K 0.5%
5,368
+712
57
$475K 0.48%
4,749
-433
58
$466K 0.47%
1,797
+1,196
59
$459K 0.46%
4,963
+610
60
$458K 0.46%
2,934
+671
61
$456K 0.46%
11,183
-10,458
62
$450K 0.45%
3,316
63
$436K 0.44%
1,966
+181
64
$427K 0.43%
19,824
+60
65
$418K 0.42%
2,418
+122
66
$412K 0.42%
6,984
+15
67
$404K 0.41%
1,200
68
$393K 0.4%
19,587
-16,455
69
$391K 0.39%
17,004
-13,472
70
$382K 0.39%
+4,810
71
$374K 0.38%
3,776
72
$356K 0.36%
1,783
-214
73
$355K 0.36%
3,230
-495
74
$351K 0.35%
1,700
75
$348K 0.35%
4,661
1 2
3
4 5