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
$113M
AUM Growth
+$8.79M
(+8.5%)
Holding
52
Top Buys
| 1 | +$607K | |
| 2 | +$587K | |
| 3 | +$560K | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$453K |
| 5 |
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
|
+$307K |
Top Sells
| 1 | +$629K | |
| 2 | +$456K | |
| 3 | +$432K | |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$210K |
| 5 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$177K |
Sector Composition
| 1 | Technology | 4.34% |
| 2 | Consumer Discretionary | 0.83% |
| 3 | Consumer Staples | 0.8% |
| 4 | Financials | 0.3% |
| 5 | Healthcare | 0.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Total International Bond ETF
BNDX
$74.6B
| – | – |
-9,200
|
|
||
|
52
Vanguard Intermediate-Term Bond ETF
BIV
$27.2B
| – | – |
-2,711
|
|