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
476
$38.6K 0.02%
575
+275
477
$38.5K 0.02%
2,100
+1,500
478
$38.4K 0.02%
430
+62
479
$38.3K 0.02%
+2,000
480
$38.1K 0.02%
250
481
$38.1K 0.02%
459
-50
482
$37.9K 0.02%
3,425
483
$37.9K 0.02%
715
484
$37.8K 0.02%
1,524
485
$37.8K 0.02%
1,642
+8
486
$37.7K 0.02%
606
-216
487
$37.6K 0.02%
650
488
$37.3K 0.02%
3,782
-32
489
$37.2K 0.02%
393
+225
490
$37K 0.02%
179
+68
491
$37K 0.02%
544
-162
492
$36.8K 0.02%
5,120
-1,473
493
$36.8K 0.02%
797
494
$36.7K 0.02%
935
+54
495
$36.6K 0.02%
531
-273
496
$36.3K 0.02%
1,955
+100
497
$36K 0.02%
594
-241
498
$35.8K 0.02%
1,772
-1,400
499
$35.7K 0.02%
4,300
500
$35.6K 0.02%
3,484
18 19
20
21 22