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
$163M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,567
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.04M
3
+$977K
4
AMZN icon
Amazon
AMZN
+$691K
5
PLTR icon
Palantir
PLTR
+$604K

Top Sells

1
+$728K
2
+$675K
3
+$560K
4
HL icon
Hecla Mining
HL
+$460K
5
MDLZ icon
Mondelez International
MDLZ
+$400K

Sector Composition

1 Technology 22.52%
2 Consumer Discretionary 14.79%
3 Financials 6.76%
4 Healthcare 6.68%
5 Communication Services 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$10K 0.01%
+500
977
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54
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980
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68
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983
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992
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+1,650
993
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994
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995
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997
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998
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999
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1000
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550
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38 39
40
41 42