QP
Quartz Partners Portfolio holdings
AUM
$219M
This Quarter Return
+5.61%
1 Year Return
+22.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$160M
AUM Growth
–
Cap. Flow
+$160M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.47%
Holding
146
New
146
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
$9.37M |
| 2 |
Apple
AAPL
|
$6.1M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$5.9M |
| 4 |
Broadcom
AVGO
|
$5.56M |
| 5 |
Invesco QQQ Trust
QQQ
|
$5.12M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 24.11% |
| 2 | Healthcare | 6.95% |
| 3 | Communication Services | 6.04% |
| 4 | Consumer Discretionary | 5.38% |
| 5 | Financials | 4.94% |
