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
$199M
AUM Growth
-$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,433
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$1.04M
3
+$969K
4
NVDA icon
NVIDIA
NVDA
+$893K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$681K

Top Sells

1
+$884K
2
+$833K
3
+$477K
4
MMM icon
3M
MMM
+$448K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$384K

Sector Composition

1 Technology 31.17%
2 Consumer Discretionary 11.98%
3 Financials 6.29%
4 Communication Services 6.09%
5 Healthcare 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$59.8K 0.03%
2,034
+3
377
$59.3K 0.03%
203
-17
378
$58.7K 0.03%
12,100
+12,000
379
$58.7K 0.03%
250
+1
380
$58.5K 0.03%
1,059
+101
381
$58K 0.03%
8,000
382
$58K 0.03%
800
383
$57.8K 0.03%
4,216
-139
384
$57.8K 0.03%
467
+1
385
$57.8K 0.03%
669
386
$57.7K 0.03%
985
+306
387
$57K 0.03%
1,140
-750
388
$56.4K 0.03%
723
389
$55.9K 0.03%
385
-250
390
$55.9K 0.03%
330
391
$55.4K 0.03%
3,823
-756
392
$55.1K 0.03%
2,000
-1,000
393
$55K 0.03%
+1,000
394
$54.7K 0.03%
721
395
$54.6K 0.03%
1,268
+596
396
$54.6K 0.03%
247
+37
397
$53.8K 0.03%
3,694
+6
398
$53.7K 0.03%
431
-289
399
$53.3K 0.03%
1,313
400
$53.3K 0.03%
495
14 15
16
17 18