NA
Novus Advisors Portfolio holdings
AUM
$44.7M
1-Year Est. Return
16.45%
This Fund
S&P 500
1 Year Est. Return
+16.45%
AUM
$43.6M
AUM Growth
-$22M
(-34%)
Holding
78
Top Buys
| 1 | +$989K | |
| 2 | +$819K | |
| 3 | +$741K | |
| 4 |
CERY
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
|
+$630K |
| 5 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$431K |
Top Sells
| 1 | +$3.45M | |
| 2 | +$2.95M | |
| 3 | +$1.88M | |
| 4 |
Vanguard Total Bond Market
BND
|
+$1.49M |
| 5 |
Amazon
AMZN
|
+$1.42M |
Sector Composition
| 1 | Industrials | 1.34% |
| 2 | Energy | 1.08% |
| 3 | Consumer Discretionary | 0.73% |
| 4 | Healthcare | 0% |
| 5 | Communication Services | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Johnson & Johnson
JNJ
$586B
| – | – |
-1,312
|
|
||
77
JPMorgan Chase
JPM
$774B
| – | – |
-985
|
|
||
78
Microsoft
MSFT
$2.97T
| – | – |
-6,930
|
|