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
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