NSG
Nalls Sherbakoff Group Portfolio holdings
AUM
$112M
This Quarter Return
+4.86%
1 Year Return
+16.61%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$100M
AUM Growth
–
Cap. Flow
+$100M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.86%
Holding
517
New
517
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$14.4M |
| 2 |
Schwab International Equity ETF
SCHF
|
$7.18M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$6.22M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$5.83M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$5.21M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 5.49% |
| 2 | Technology | 5.12% |
| 3 | Consumer Discretionary | 2.56% |
| 4 | Industrials | 2.39% |
| 5 | Communication Services | 2.07% |
