NSG

Nalls Sherbakoff Group Portfolio holdings

AUM $139M
1-Year Est. Return 21.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$813K
2 +$548K
3 +$501K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$270K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$223K

Top Sells

1 +$193K
2 +$119K
3 +$88.2K
4
MDB icon
MongoDB
MDB
+$87.7K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$74.6K

Sector Composition

1 Financials 6.24%
2 Technology 5.4%
3 Industrials 3.24%
4 Communication Services 2.91%
5 Consumer Discretionary 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$19.7K 0.01%
1,500
277
$19.5K 0.01%
157
278
$19.4K 0.01%
+244
279
$19.4K 0.01%
250
280
$19.3K 0.01%
687
+2
281
$19.2K 0.01%
148
282
$19.1K 0.01%
+619
283
$19K 0.01%
270
284
$18.5K 0.01%
785
+3
285
$18.3K 0.01%
258
+175
286
$17.5K 0.01%
+300
287
$17.3K 0.01%
100
288
$17.2K 0.01%
449
289
$17.1K 0.01%
300
290
$17K 0.01%
81
291
$16.4K 0.01%
530
+2
292
$16.4K 0.01%
+800
293
$16.4K 0.01%
198
294
$16.3K 0.01%
250
295
$16.1K 0.01%
607
296
$16K 0.01%
32
297
$15.6K 0.01%
607
+4
298
$15.3K 0.01%
141
299
$15.2K 0.01%
48
-21
300
$14.9K 0.01%
50