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
101
$220K 0.22%
+750
102
$219K 0.22%
+4,187
103
$216K 0.22%
+8,200
104
$210K 0.21%
+1,259
105
$206K 0.21%
+2,346
106
$205K 0.2%
+18,163
107
$203K 0.2%
+5,857
108
$203K 0.2%
+447
109
$201K 0.2%
+2,022
110
$200K 0.2%
+789
111
$144K 0.14%
+23,900
112
$116K 0.12%
+21,735
1 2 3 4
5