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
$390M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,203
New
Increased
Reduced
Closed

Top Buys

1 +$19.1M
2 +$1.91M
3 +$1.76M
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$1.61M
5
NVDA icon
NVIDIA
NVDA
+$1.61M

Top Sells

1 +$2.12M
2 +$1.09M
3 +$983K
4
KLAC icon
KLA
KLAC
+$683K
5
LMT icon
Lockheed Martin
LMT
+$661K

Sector Composition

1 Technology 32.74%
2 Consumer Discretionary 9.28%
3 Communication Services 6.4%
4 Financials 3.76%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
-2,500
1202
-600