NFSG

Newbridge Financial Services Group Portfolio holdings

AUM $669M
1-Year Est. Return 39.02%
This Quarter Est. Return
1 Year Est. Return
+39.02%
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
651
$15.8K ﹤0.01%
+225
652
$15.7K ﹤0.01%
38
+13
653
$15.7K ﹤0.01%
386
654
$15.7K ﹤0.01%
+420
655
$15.6K ﹤0.01%
+1,000
656
$15.5K ﹤0.01%
100
657
$15.4K ﹤0.01%
+700
658
$15.4K ﹤0.01%
+438
659
$15.3K ﹤0.01%
2,600
+2,500
660
$15.3K ﹤0.01%
+206
661
$15.2K ﹤0.01%
500
662
$15.1K ﹤0.01%
716
+16
663
$14.9K ﹤0.01%
480
664
$14.9K ﹤0.01%
163
665
$14.9K ﹤0.01%
123
+20
666
$14.8K ﹤0.01%
560
667
$14.7K ﹤0.01%
+45
668
$14.7K ﹤0.01%
148
+88
669
$14.6K ﹤0.01%
+1,300
670
$14.6K ﹤0.01%
3,600
671
$14K ﹤0.01%
750
672
$14K ﹤0.01%
+120
673
$13.9K ﹤0.01%
+70
674
$13.8K ﹤0.01%
+142
675
$13.8K ﹤0.01%
176
+30