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
376
$56.7K 0.01%
+1,003
377
$56.6K 0.01%
+2,012
378
$56.4K 0.01%
847
+100
379
$56.4K 0.01%
378
+180
380
$56.1K 0.01%
+436
381
$55.2K 0.01%
1,500
382
$55K 0.01%
644
-1,940
383
$54.9K 0.01%
+838
384
$54.4K 0.01%
+420
385
$54.2K 0.01%
+1,109
386
$54K 0.01%
+6,000
387
$53.7K 0.01%
+2,900
388
$53.4K 0.01%
552
+23
389
$53.4K 0.01%
75
-76
390
$53.4K 0.01%
+260
391
$53.3K 0.01%
+901
392
$53.1K 0.01%
+416
393
$53K 0.01%
252
-225
394
$52.9K 0.01%
740
395
$52.2K 0.01%
+100
396
$52.1K 0.01%
+250
397
$52K 0.01%
+144
398
$52K 0.01%
2,250
-1,000
399
$51.8K 0.01%
+7,775
400
$51.6K 0.01%
+393
14 15
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