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
$212M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,601
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$4.13M
3
+$2.22M
4
MSFT icon
Microsoft
MSFT
+$2.05M
5
TSLA icon
Tesla
TSLA
+$1.86M

Top Sells

1
+$1.37M
2
+$419K
3
+$367K
4
BABA icon
Alibaba
BABA
+$319K
5
DTIL icon
Precision BioSciences
DTIL
+$317K

Sector Composition

1 Technology 29.72%
2 Consumer Discretionary 13.96%
3 Healthcare 6.83%
4 Communication Services 6.04%
5 Financials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$12K 0.01%
3,000
877
$12K 0.01%
245
878
$12K 0.01%
136
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879
$12K 0.01%
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880
$12K 0.01%
52
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881
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882
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883
$12K 0.01%
700
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884
$12K 0.01%
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885
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23
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886
$12K 0.01%
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887
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890
$12K 0.01%
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891
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$11K 0.01%
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893
$11K 0.01%
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894
$11K 0.01%
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895
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$11K 0.01%
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$11K 0.01%
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$11K 0.01%
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899
$11K 0.01%
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$11K 0.01%
72
+1
34 35
36
37 38