NF

NavPoint Financial Portfolio holdings

AUM $234M
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1 +$4.77M
2 +$4.41M
3 +$2.6M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.47M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.26M

Top Sells

1 +$315K
2 +$18.5K

Sector Composition

1 Technology 6.43%
2 Financials 3.43%
3 Consumer Discretionary 1.87%
4 Consumer Staples 1.23%
5 Industrials 0.47%