NA
Nestegg Advisors Portfolio holdings
AUM
$117M
1-Year Est. Return
14.08%
This Fund
S&P 500
1 Year Est. Return
+14.08%
AUM
$117M
AUM Growth
+$4.43M
(+3.9%)
Holding
51
Top Buys
| 1 | +$4.91M | |
| 2 | +$1.4M | |
| 3 | +$469K | |
| 4 |
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
|
+$305K |
| 5 |
Vanguard Growth ETF
VUG
|
+$284K |
Top Sells
| 1 | +$4.11M | |
| 2 | +$981K | |
| 3 | +$96.1K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$95.7K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$84.9K |
Sector Composition
| 1 | Technology | 4.28% |
| 2 | Consumer Discretionary | 0.72% |
| 3 | Consumer Staples | 0.71% |
| 4 | Communication Services | 0.3% |
| 5 | Healthcare | 0.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Trimble
TRMB
$16.6B
| $200K | 0.17% |
2,556
|
|