New Perspectives, Inc
RIA/Wealth
New Perspectives, Inc is a RIA/Wealth based in Ridgeland, MS led by Nancy Lottridge Anderson, reporting $288.6M in AUM as of Q3 2025 with 85% ETF concentration, 92% concentrated in top 10 holdings, and 27% allocation to SPLG.
PresidentNancy Lottridge Anderson
- Portfolio Value
- $208.9M
- Positions
- 39
- Top Holding
- SPLG at 27.4%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in New Perspectives, Inc's portfolio (91.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $57.2M | 27.40% | -$3.4M Sold | — 730.7K shares | |
ETF ETF | $27.7M | 13.26% | -$1.2M Sold | — 46.2K shares | |
ETF ETF | $27.0M | 12.90% | +$251.9K Bought | — 308.7K shares | |
ETF ETF | $20.7M | 9.91% | -$4.7M Sold | — 411.9K shares | |
ETF ETF | $15.8M | 7.58% | +$245.3K Bought | — 276.8K shares | |
ETF ETF | $14.2M | 6.82% | +$491.7K Bought | — 58.9K shares | |
Unknown Unknown | $12.1M | 5.77% | +$201.3K Bought | — 157.8K shares | |
Unknown Unknown | $8.3M | 3.98% | -$326.9K Sold | — 38.5K shares | |
ETF ETF | $5.5M | 2.62% | +$556.3K Bought | — 22.1K shares | |
Consumer Electronics Technology | $2.8M | 1.35% | — | 0.00% 11.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in New Perspectives, Inc's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+11.32% | |
+3.58% | |
+1.7% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-18.55% | |
-9.83% | |
-9.8% | |
-8.5% |
Analytics
Portfolio insights and performance metrics for New Perspectives, Inc
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