NFSG

Newbridge Financial Services Group Portfolio holdings

AUM $616M
1-Year Est. Return 28.58%
This Quarter Est. Return
1 Year Est. Return
+28.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,203
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$1.84M
3
+$1.81M
4
NVDA icon
NVIDIA
NVDA
+$1.56M
5
ARM icon
Arm
ARM
+$1.54M

Top Sells

1
+$1.69M
2
+$1.23M
3
+$918K
4
KLAC icon
KLA
KLAC
+$636K
5
LMT icon
Lockheed Martin
LMT
+$589K

Sector Composition

1 Technology 32.78%
2 Consumer Discretionary 9.28%
3 Communication Services 6.4%
4 Financials 3.72%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$64.3K 0.02%
639
352
$64.2K 0.02%
1,725
-6,000
353
$62.6K 0.02%
+11,900
354
$62.5K 0.02%
+1,557
355
$62.5K 0.02%
+1,492
356
$61.3K 0.02%
+1,500
357
$61.2K 0.02%
750
-203
358
$60.5K 0.02%
5,907
+100
359
$60.5K 0.02%
+2,137
360
$60K 0.02%
994
-2
361
$59.6K 0.02%
786
+236
362
$59.6K 0.02%
+336
363
$59.5K 0.02%
676
-89
364
$59.3K 0.02%
+1,200
365
$59.2K 0.02%
+400
366
$59.2K 0.02%
698
-3,600
367
$59.1K 0.02%
361
-142
368
$58.7K 0.02%
+350
369
$58.6K 0.02%
+997
370
$58.4K 0.02%
+1,100
371
$58.2K 0.01%
137
+120
372
$58.2K 0.01%
+1,155
373
$57.6K 0.01%
468
374
$57.4K 0.01%
+254
375
$56.9K 0.01%
320
+1
13 14
15
16 17