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
751
$18K 0.01%
+414
752
$18K 0.01%
263
753
$18K 0.01%
416
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$17.9K 0.01%
100
755
$17.9K 0.01%
600
756
$17.9K 0.01%
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757
$17.8K 0.01%
+400
758
$17.8K 0.01%
550
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759
$17.8K 0.01%
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760
$17.8K 0.01%
96
761
$17.7K 0.01%
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762
$17.7K 0.01%
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$17.1K 0.01%
409
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$17.1K 0.01%
3,000
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775
$17.1K 0.01%
385