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
76
$338K 0.34%
+9,582
77
$328K 0.33%
+798
78
$326K 0.33%
+4,661
79
$306K 0.3%
+13,193
80
$289K 0.29%
+2,509
81
$288K 0.29%
+1,620
82
$283K 0.28%
+3,628
83
$281K 0.28%
+2,716
84
$279K 0.28%
+996
85
$275K 0.27%
+2,137
86
$268K 0.27%
+1,050
87
$264K 0.26%
+1,103
88
$264K 0.26%
+5,151
89
$259K 0.26%
+1,251
90
$243K 0.24%
+601
91
$236K 0.23%
+2,685
92
$235K 0.23%
+954
93
$232K 0.23%
+1,455
94
$231K 0.23%
+2,167
95
$227K 0.23%
+23,000
96
$225K 0.22%
+1,000
97
$224K 0.22%
+2,850
98
$223K 0.22%
+1,541
99
$221K 0.22%
+6,310
100
$220K 0.22%
+17,927
1 2 3
4
5