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
$203M
AUM Growth
-$8.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,616
New
Increased
Reduced
Closed

Top Sells

1 +$890K
2 +$738K
3 +$573K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$546K
5
AMAT icon
Applied Materials
AMAT
+$536K

Sector Composition

1 Technology 28.74%
2 Consumer Discretionary 13.72%
3 Communication Services 6.59%
4 Financials 6.4%
5 Healthcare 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$6K ﹤0.01%
+500
1077
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+584
1078
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200
1079
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1083
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718
1084
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350
+228
1085
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1086
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11
+6
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+33
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1100
$5K ﹤0.01%
+70