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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
76
$347K 0.35%
4,077
+4
77
$340K 0.34%
10,218
-9,411
78
$331K 0.33%
9,582
79
$329K 0.33%
7,984
-51
80
$321K 0.32%
6,575
+1,424
81
$318K 0.32%
1,900
+100
82
$310K 0.31%
1,482
-138
83
$302K 0.3%
2,716
84
$292K 0.29%
13,228
+35
85
$291K 0.29%
+8,185
86
$283K 0.29%
2,971
-14,336
87
$279K 0.28%
3,956
-1,676
88
$278K 0.28%
+10,206
89
$278K 0.28%
1,000
90
$268K 0.27%
+9,482
91
$267K 0.27%
4,451
+264
92
$267K 0.27%
+6,996
93
$266K 0.27%
1,086
-17
94
$262K 0.26%
2,502
-7
95
$257K 0.26%
1,539
-2
96
$256K 0.26%
1,050
97
$253K 0.26%
1,251
98
$251K 0.25%
2,061
-76
99
$241K 0.24%
2,688
+3
100
$235K 0.24%
441
-6
1 2 3
4
5