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
626
$21.5K 0.01%
500
627
$21.5K 0.01%
392
+23
628
$21.5K 0.01%
961
629
$21.4K 0.01%
209
630
$21.3K 0.01%
176
+1
631
$21.3K 0.01%
718
632
$21K 0.01%
567
-5
633
$20.9K 0.01%
56
+22
634
$20.8K 0.01%
195
+1
635
$20.8K 0.01%
282
-26
636
$20.8K 0.01%
396
637
$20.7K 0.01%
1,385
638
$20.7K 0.01%
864
639
$20.6K 0.01%
1,250
+100
640
$20.5K 0.01%
263
-23
641
$20.3K 0.01%
5,000
642
$20.1K 0.01%
383
643
$20K 0.01%
282
-98
644
$19.9K 0.01%
125
645
$19.9K 0.01%
405
646
$19.8K 0.01%
381
647
$19.7K 0.01%
137
648
$19.5K 0.01%
600
+4
649
$19.3K 0.01%
181
-25
650
$19.2K 0.01%
253
+1
24 25
26
27 28