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
$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
676
$13.7K ﹤0.01%
+331
677
$13.7K ﹤0.01%
+271
678
$13.6K ﹤0.01%
115
679
$13.5K ﹤0.01%
+108
680
$13.5K ﹤0.01%
+126
681
$13.4K ﹤0.01%
317
682
$13.4K ﹤0.01%
3,550
683
$13.4K ﹤0.01%
150
684
$13.4K ﹤0.01%
+157
685
$13.3K ﹤0.01%
+3,007
686
$13K ﹤0.01%
+227
687
$12.9K ﹤0.01%
+240
688
$12.8K ﹤0.01%
400
689
$12.8K ﹤0.01%
+1,000
690
$12.7K ﹤0.01%
311
691
$12.6K ﹤0.01%
1,000
692
$12.5K ﹤0.01%
200
693
$12.4K ﹤0.01%
+103
694
$12.4K ﹤0.01%
+100
695
$12.2K ﹤0.01%
+200
696
$12.1K ﹤0.01%
+86
697
$12.1K ﹤0.01%
+96
698
$12.1K ﹤0.01%
+2,000
699
$12K ﹤0.01%
+91
700
$11.9K ﹤0.01%
32