StockDriftsStockDriftsTop 44 New Perspectives, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WCPB | NORTHERN LTS FD TR II | 25.11% | 2.87M | $72.5M | +3.15%(+87.63K) | $25.49(-0.88%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 19.37% | 730.6K | $55.9M | -0.63%(-4.61K) | $49.46(+76.65%) | 2026-03-31 | |
| IEFA | ISHARES TR | 10.26% | 327.2K | $29.6M | +3.71%(+11.70K) | $72.74(+33.55%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 8.89% | 44.5K | $25.7M | -1.35%(-608) | $338.73(+111.00%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 7.26% | 416.3K | $21.0M | -0.05%(-219) | $50.28(+0.28%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 6% | 292.4K | $17.3M | +3.46%(+9.77K) | $47.72(+34.37%) | 2026-03-31 | |
| IWM | ISHARES TR | 5.38% | 62.6K | $15.5M | +3.70%(+2.23K) | $218.07(+29.62%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 5.12% | 159.5K | $14.8M | -0.00%(-1) | $60.99(+52.13%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.9% | 38.9K | $8.4M | -1.49%(-590) | $152.78(+49.68%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.52% | 30.6K | $7.3M | +16.24%(+4.28K) | $212.28(+38.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.76% | +5.37% |
| Top 20 Holdings Unweighted | +0.41% | +1.23% |
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