NOVAPOINT CAPITAL, LLC

HTTP://WWW.NOVAPOINTCAPITAL.COM ATLANTA, 2Q How do I update this listing?

Novapoint Capital is based out of Atlanta. Novapoint Capital is a large advisory firm with 176 clients and discretionary assets under management (AUM) of $184,744,649 (Form ADV from 2020-03-02). Their last reported 13F filing for Q1 2020 included $109,426,000 in managed 13F securities and a top 10 holdings concentration of 37.81%. Novapoint Capital's largest holding is Invesco QQQ Trust Series 1 with shares held of 45,763. Whalewisdom has at least 2 13F filings

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03/31/2020

13F Activity

  • Market Value $109.426 Million
  • Prior Market Value $127.481 Million
  • New Purchases4 stocks
  • Additional Purchases58 stocks
  • Sold out of19 stocks
  • Reduced holdings in17 stocks
  • Top 10 Holdings % 37.81 %
  • Turnover % [1]:25.27%
  • Turnover Alt % [2]: 19.18 %
  • Time Held Top20:0.75 quarters
  • Time Held Top10:0.70 quarters
  • Time Held All:0.96 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time


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View Last Form Adv Compilation Report on Record

NOVAPOINT CAPITAL LLC
1170 PEACHTREE ST NE SUITE 1200
ATLANTA GA    30309
Country: United States

Business Phone: 404-445-7885
Fax: 877-535-2430
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: GA
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 176
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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