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
$173M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,547
New
Increased
Reduced
Closed

Top Buys

1 +$886K
2 +$680K
3 +$663K
4
AMZN icon
Amazon
AMZN
+$630K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$520K

Top Sells

1 +$478K
2 +$326K
3 +$306K
4
HOMB icon
Home BancShares
HOMB
+$261K
5
LOAN
Manhattan Bridge Capital
LOAN
+$255K

Sector Composition

1 Technology 23.98%
2 Consumer Discretionary 10.79%
3 Financials 6.98%
4 Healthcare 6.89%
5 Communication Services 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$24.8K 0.01%
565
-837
652
$24.7K 0.01%
400
653
$24.5K 0.01%
1,435
654
$24.3K 0.01%
345
+19
655
$24.3K 0.01%
335
656
$24.2K 0.01%
290
657
$24.2K 0.01%
554
+149
658
$24K 0.01%
163
+8
659
$23.9K 0.01%
1,033
660
$23.8K 0.01%
485
-247
661
$23.8K 0.01%
100
662
$23.8K 0.01%
1,381
663
$23.7K 0.01%
2,049
+949
664
$23.7K 0.01%
+466
665
$23.6K 0.01%
2,500
666
$23.5K 0.01%
253
+2
667
$23.4K 0.01%
457
668
$23.3K 0.01%
2,300
669
$23.3K 0.01%
5,000
670
$23.3K 0.01%
164
671
$23.1K 0.01%
365
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672
$23.1K 0.01%
340
673
$23K 0.01%
1,515
674
$23K 0.01%
557
-198
675
$22.9K 0.01%
391
+125