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
776
$12.1K 0.01%
166
777
$12K 0.01%
317
778
$12K 0.01%
484
779
$11.9K 0.01%
330
780
$11.9K 0.01%
726
+9
781
$11.8K 0.01%
3,500
782
$11.7K 0.01%
129
783
$11.7K 0.01%
184
784
$11.6K 0.01%
+200
785
$11.5K 0.01%
115
786
$11.5K 0.01%
+480
787
$11.5K 0.01%
486
+2
788
$11.4K 0.01%
50
789
$11.4K 0.01%
64
790
$11.4K 0.01%
105
791
$11.4K 0.01%
123
792
$11.3K 0.01%
171
793
$11.2K 0.01%
3,007
-1,210
794
$11.2K 0.01%
370
795
$11.2K 0.01%
103
796
$11.2K 0.01%
55
797
$11.2K 0.01%
100
798
$11.1K 0.01%
2,500
799
$11.1K 0.01%
72
800
$11.1K 0.01%
+200