NSG

Nalls Sherbakoff Group Portfolio holdings

AUM $112M
1-Year Est. Return 16.61%
This Quarter Est. Return
1 Year Est. Return
+16.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
+$993K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1 +$174K
2 +$172K
3 +$151K
4
VTV icon
Vanguard Value ETF
VTV
+$147K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$139K

Top Sells

1 +$259K
2 +$176K
3 +$107K
4
PXD
Pioneer Natural Resource Co.
PXD
+$99.7K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$69.6K

Sector Composition

1 Technology 5.21%
2 Financials 4.91%
3 Consumer Discretionary 2.92%
4 Communication Services 2.4%
5 Industrials 2.23%