NFSG
Newbridge Financial Services Group Portfolio holdings
AUM
$644M
1-Year Est. Return
28.95%
This Fund
S&P 500
1 Year Est. Return
+28.95%
AUM
$285M
AUM Growth
+$16.4M
(+6.1%)
Holding
1,159
Top Buys
| 1 | +$3.47M | |
| 2 | +$2.76M | |
| 3 | +$2.42M | |
| 4 |
Broadcom
AVGO
|
+$2.31M |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$2.15M |
Top Sells
| 1 | +$12.5M | |
| 2 | +$1.65M | |
| 3 | +$1.57M | |
| 4 |
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
|
+$1.44M |
| 5 |
Philip Morris
PM
|
+$1.28M |
Sector Composition
| 1 | Technology | 29.09% |
| 2 | Consumer Discretionary | 9.55% |
| 3 | Communication Services | 6.53% |
| 4 | Healthcare | 4.22% |
| 5 | Financials | 3.53% |