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
576
$22.1K 0.01%
883
577
$21.9K 0.01%
404
-29
578
$21.8K 0.01%
250
579
$21.8K 0.01%
+1,000
580
$21.6K 0.01%
234
+13
581
$21.5K 0.01%
220
582
$21.4K 0.01%
774
583
$21.4K 0.01%
200
584
$21.3K 0.01%
1,391
585
$21.2K 0.01%
239
-100
586
$21.2K 0.01%
660
+112
587
$21K 0.01%
+226
588
$21K 0.01%
+60
589
$20.9K 0.01%
+200
590
$20.9K 0.01%
+30
591
$20.9K 0.01%
1,625
592
$20.8K 0.01%
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593
$20.4K 0.01%
315
594
$20.2K 0.01%
375
595
$20.2K 0.01%
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596
$20.2K 0.01%
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597
$20.1K 0.01%
+386
598
$20K 0.01%
+200
599
$19.9K 0.01%
+294
600
$19.8K 0.01%
+290