NA
Novus Advisors Portfolio holdings
AUM
$65.5M
This Quarter Return
+9.77%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$65.5M
AUM Growth
+$65.5M
(-34%)
Cap. Flow
-$41M
Cap. Flow
% of AUM
-62.57%
Top 10 Holdings %
Top 10 Hldgs %
45.3%
Holding
120
New
4
Increased
12
Reduced
55
Closed
44
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$2.57M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$2.18M |
| 3 |
IPPP
Preferred-Plus ETF
IPPP
|
$1.9M |
| 4 |
Home Depot
HD
|
$1.77M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.77M |
Sector Composition
| 1 | Technology | 11% |
| 2 | Consumer Discretionary | 3.11% |
| 3 | Industrials | 0.86% |
| 4 | Consumer Staples | 0.85% |
| 5 | Energy | 0.79% |
