NFSG
Newbridge Financial Services Group Portfolio holdings
AUM
$616M
1-Year Return
28.58%
This Quarter Return
+3.68%
1 Year Return
+28.58%
3 Year Return
+132.16%
5 Year Return
+230.4%
10 Year Return
–
AUM
$285M
AUM Growth
+$16.4M
(+6.1%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
3.7%
Top 10 Holdings %
Top 10 Hldgs %
35.62%
Holding
1,159
New
63
Increased
198
Reduced
144
Closed
490
Top Buys
| 1 |
NVIDIA
NVDA
|
+$3.47M |
| 2 |
CrowdStrike
CRWD
|
+$2.76M |
| 3 |
Microsoft
MSFT
|
+$2.42M |
| 4 |
Broadcom
AVGO
|
+$2.31M |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$2.15M |
Top Sells
| 1 |
Apple
AAPL
|
+$12.5M |
| 2 |
Madrigal Pharmaceuticals
MDGL
|
+$1.65M |
| 3 |
Chipotle Mexican Grill
CMG
|
+$1.57M |
| 4 |
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
|
+$1.44M |
| 5 |
Philip Morris
PM
|
+$1.28M |
Sector Composition
| 1 | Technology | 29.12% |
| 2 | Consumer Discretionary | 9.55% |
| 3 | Communication Services | 6.53% |
| 4 | Healthcare | 4.22% |
| 5 | Financials | 3.49% |
