NSG
Nalls Sherbakoff Group Portfolio holdings
AUM
$112M
1-Year Return
16.61%
This Quarter Return
+3.75%
1 Year Return
+16.61%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
+$1.35M
(+1.3%)
Cap. Flow
+$1.32M
Cap. Flow
% of AUM
1.29%
Top 10 Holdings %
Top 10 Hldgs %
49.62%
Holding
519
New
2
Increased
46
Reduced
54
Closed
36
Top Buys
Top Sells
| 1 |
Amazon
AMZN
|
$102K |
| 2 |
CSTR
CapStar Financial Holdings, Inc
CSTR
|
$91.8K |
| 3 |
SPDR S&P Kensho Clean Power ETF
CNRG
|
$76.1K |
| 4 |
Merck
MRK
|
$55.2K |
| 5 |
Deere & Co
DE
|
$51.9K |
Sector Composition
| 1 | Technology | 5.42% |
| 2 | Financials | 4.67% |
| 3 | Consumer Discretionary | 2.67% |
| 4 | Communication Services | 2.33% |
| 5 | Industrials | 2.21% |
