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
551
$29.9K 0.02%
1,200
552
$29.9K 0.02%
2,100
553
$29.9K 0.02%
+1,400
554
$29.8K 0.02%
1,326
555
$29.7K 0.01%
522
-607
556
$29.1K 0.01%
301
+1
557
$29.1K 0.01%
1,000
558
$28.9K 0.01%
83
+18
559
$28.8K 0.01%
387
-76
560
$28.8K 0.01%
+484
561
$28.6K 0.01%
1,008
562
$28.6K 0.01%
1,382
563
$28.6K 0.01%
7,000
564
$28.1K 0.01%
5,000
565
$28K 0.01%
201
-37
566
$27.9K 0.01%
22
-4
567
$27.9K 0.01%
515
568
$27.8K 0.01%
752
-48
569
$27.7K 0.01%
524
+164
570
$27.4K 0.01%
1,011
-989
571
$27.2K 0.01%
893
-117
572
$27.1K 0.01%
612
+3
573
$27.1K 0.01%
1,444
574
$26.9K 0.01%
74
+8
575
$26.9K 0.01%
9,200
+400
21 22
23
24 25