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
651
$19.2K 0.01%
156
652
$19.2K 0.01%
496
+5
653
$19.1K 0.01%
1,888
654
$19.1K 0.01%
286
-29
655
$18.9K 0.01%
588
-111
656
$18.8K 0.01%
351
657
$18.6K 0.01%
249
+1
658
$18.6K 0.01%
182
659
$18.6K 0.01%
1,929
660
$18.6K 0.01%
800
661
$18.5K 0.01%
6,037
662
$18.1K 0.01%
200
663
$18.1K 0.01%
796
664
$18.1K 0.01%
328
+1
665
$17.9K 0.01%
230
666
$17.9K 0.01%
+1,875
667
$17.9K 0.01%
500
668
$17.9K 0.01%
353
669
$17.8K 0.01%
495
-20
670
$17.8K 0.01%
378
671
$17.8K 0.01%
3,000
-2,000
672
$17.7K 0.01%
282
-36
673
$17.7K 0.01%
480
+5
674
$17.7K 0.01%
80
-17
675
$17.6K 0.01%
462