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
$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 30.15%
2 Consumer Discretionary 13.96%
3 Healthcare 6.38%
4 Communication Services 6.04%
5 Financials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$2K ﹤0.01%
+17
1277
$2K ﹤0.01%
23
-507
1278
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+16
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54
+49
1280
$2K ﹤0.01%
841
1281
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700
-600
1282
$2K ﹤0.01%
14
-11
1283
$2K ﹤0.01%
+122
1284
$2K ﹤0.01%
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1285
$2K ﹤0.01%
70
-150
1286
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42
-10
1287
$2K ﹤0.01%
308
1288
$2K ﹤0.01%
+8
1289
$2K ﹤0.01%
10
-9
1290
$2K ﹤0.01%
+5
1291
$2K ﹤0.01%
417
1292
$2K ﹤0.01%
+11
1293
$2K ﹤0.01%
65
+58
1294
$2K ﹤0.01%
88
1295
$2K ﹤0.01%
36
-84
1296
$1K ﹤0.01%
+7
1297
$1K ﹤0.01%
65
1298
$1K ﹤0.01%
+7
1299
$1K ﹤0.01%
1,500
1300
$1K ﹤0.01%
+38
50 51
52
53 54