NFSG

Newbridge Financial Services Group Portfolio holdings

AUM $644M
1-Year Est. Return 28.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
+$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,601
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$4.13M
3
+$2.22M
4
MSFT icon
Microsoft
MSFT
+$2.05M
5
TSLA icon
Tesla
TSLA
+$1.86M

Top Sells

1
+$1.37M
2
+$419K
3
+$367K
4
BABA icon
Alibaba
BABA
+$319K
5
DTIL icon
Precision BioSciences
DTIL
+$317K

Sector Composition

1 Technology 29.67%
2 Consumer Discretionary 13.96%
3 Healthcare 6.83%
4 Financials 6.05%
5 Communication Services 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$3K ﹤0.01%
+315
1152
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130
1153
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161
+145
1154
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34
+1
1155
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1157
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1158
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1159
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1160
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84
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36
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1171
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9
+4
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$3K ﹤0.01%
+5
1173
$3K ﹤0.01%
175
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1174
$3K ﹤0.01%
9
1175
$3K ﹤0.01%
150
45 46
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48 49