Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- NAA ALLOCATION FUND New Age Alpha Funds Trust · 142 lines · as of Mar 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | NAA ALLOCATION FUND |
|---|---|
| NVIDIA Corp | 5.71 % |
| Apple Inc | 5.33 % |
| Microsoft Corp | 3.83 % |
| Alphabet Inc | 3.43 % |
| Amazon.com Inc | 2.01 % |
| Broadcom Inc | 1.96 % |
| Exxon Mobil Corp | 1.84 % |
| Tesla Inc | 1.47 % |
| Chevron Corp | 1.38 % |
| Micron Technology Inc | 1.30 % |
| iShares Trust | 1.27 % |
| Berkshire Hathaway Inc | 1.22 % |
| Caterpillar Inc | 1.20 % |
| Merck & Co Inc | 1.16 % |
| AT&T Inc | 1.13 % |
| JPMorgan Chase & Co | 1.12 % |
| Amgen Inc | 1.01 % |
| Meta Platforms Inc | 0.99 % |
| Gilead Sciences Inc | 0.97 % |
| Advanced Micro Devices Inc | 0.96 % |
| GE Vernova Inc | 0.96 % |
| Cisco Systems, Inc. | 0.95 % |
| Citigroup Inc | 0.94 % |
| General Electric Co | 0.92 % |
| RTX Corp | 0.91 % |
| Goldman Sachs Group Inc/The | 0.90 % |
| Verizon Communications Inc | 0.89 % |
| Morgan Stanley | 0.87 % |
| Intel Corp | 0.87 % |
| Bank of America Corp | 0.85 % |
1 funds, 142 lines read.