NFSG
Newbridge Financial Services Group Portfolio holdings
AUM
$616M
1-Year Return
28.58%
This Quarter Return
+16.41%
1 Year Return
+28.58%
3 Year Return
+132.16%
5 Year Return
+230.4%
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.82%
Holding
1,072
New
1,064
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$7.11M |
| 2 |
Amazon
AMZN
|
+$5.08M |
| 3 |
Tesla
TSLA
|
+$3.2M |
| 4 |
Microsoft
MSFT
|
+$2.58M |
| 5 |
Roku
ROKU
|
+$2.07M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 22.89% |
| 2 | Consumer Discretionary | 15.26% |
| 3 | Healthcare | 7.88% |
| 4 | Communication Services | 7.83% |
| 5 | Consumer Staples | 5.25% |
