NFSG

Newbridge Financial Services Group Portfolio holdings

AUM $644M
1-Year Est. Return 28.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
+$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,536
New
Increased
Reduced
Closed

Top Buys

1 +$840K
2 +$745K
3 +$620K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$559K
5
AAPL icon
Apple
AAPL
+$532K

Top Sells

1 +$475K
2 +$343K
3 +$318K
4
NXPI icon
NXP Semiconductors
NXPI
+$260K
5
SPG icon
Simon Property Group
SPG
+$204K

Sector Composition

1 Technology 23.82%
2 Consumer Discretionary 13.68%
3 Financials 6.88%
4 Communication Services 6.74%
5 Healthcare 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$6K ﹤0.01%
330
-1,475
1002
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135
1003
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1,500
1004
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31
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1005
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+1
1006
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406
+202
1007
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78
+13
1008
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1009
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1010
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1011
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1012
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1014
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1015
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1016
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1017
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1020
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1021
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1022
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1023
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-24
1024
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1025
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335
+225