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
$160M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,688
New
Increased
Reduced
Closed

Top Buys

1 +$1.47M
2 +$732K
3 +$598K
4
BABA icon
Alibaba
BABA
+$570K
5
FDX icon
FedEx
FDX
+$494K

Sector Composition

1 Technology 26.39%
2 Consumer Discretionary 14.12%
3 Healthcare 6.83%
4 Communication Services 5.84%
5 Financials 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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$3K ﹤0.01%
28
1102
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8
+7
1103
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100
1104
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35
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1106
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1107
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1108
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1109
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1110
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1,000
-2,300
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1121
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1122
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1123
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+74
1124
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200
1125
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+101