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
551
$25.2K 0.01%
+285
552
$25.1K 0.01%
554
553
$25.1K 0.01%
1,875
554
$25.1K 0.01%
+71
555
$24.9K 0.01%
400
+100
556
$24.4K 0.01%
+858
557
$24.4K 0.01%
+186
558
$24.3K 0.01%
+432
559
$23.9K 0.01%
235
560
$23.5K 0.01%
233
+1
561
$23.5K 0.01%
151
+1
562
$23.3K 0.01%
1,750
-500
563
$23.3K 0.01%
5,000
564
$23.2K 0.01%
501
-265
565
$23.2K 0.01%
21
566
$23.1K 0.01%
+644
567
$23.1K 0.01%
+220
568
$23.1K 0.01%
+329
569
$22.9K 0.01%
+335
570
$22.6K 0.01%
+223
571
$22.6K 0.01%
+179
572
$22.5K 0.01%
+218
573
$22.5K 0.01%
+312
574
$22.3K 0.01%
+5,000
575
$22.2K 0.01%
1,000