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
426
$46.6K 0.02%
495
427
$46.2K 0.02%
312
+23
428
$46.1K 0.02%
181
-250
429
$46.1K 0.02%
1,714
-4,350
430
$46K 0.02%
1,651
+16
431
$45K 0.02%
+2,400
432
$44.5K 0.02%
550
433
$44.3K 0.02%
+370
434
$44.3K 0.02%
487
-89
435
$44K 0.02%
4,741
-2,093
436
$44K 0.02%
965
437
$44K 0.02%
5,258
+1,312
438
$43.9K 0.02%
463
-146
439
$43.9K 0.02%
4,045
-34
440
$43.8K 0.02%
849
+5
441
$43.7K 0.02%
930
442
$43.7K 0.02%
1,805
443
$43.4K 0.02%
489
+1
444
$43.3K 0.02%
1,533
-627
445
$43.3K 0.02%
2,829
446
$43.2K 0.02%
2,061
+16
447
$43K 0.02%
2,550
+6
448
$42.9K 0.02%
2,576
+48
449
$42.6K 0.02%
1,000
450
$42K 0.02%
7,711
+1,250
16 17
18
19 20