NFSG
Newbridge Financial Services Group Portfolio holdings
AUM
$608M
1-Year Est. Return
31.3%
This Fund
S&P 500
1 Year Est. Return
+31.3%
AUM
$644M
AUM Growth
-$25.2M
(-3.8%)
Holding
1,502
Top Buys
| 1 | +$4.6M | |
| 2 | +$3.94M | |
| 3 | +$3.65M | |
| 4 |
Netflix
NFLX
|
+$3.6M |
| 5 |
Amazon
AMZN
|
+$2.92M |
Top Sells
| 1 | +$6.66M | |
| 2 | +$4.09M | |
| 3 | +$3.65M | |
| 4 |
Advanced Micro Devices
AMD
|
+$3.63M |
| 5 |
Capital One
COF
|
+$3.15M |
Sector Composition
| 1 | Technology | 35.76% |
| 2 | Communication Services | 8.89% |
| 3 | Consumer Discretionary | 7.01% |
| 4 | Financials | 4.97% |
| 5 | Industrials | 3.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1501
SolarEdge
SEDG
$2.6B
| – | – |
-582
|
|
||
1502
SEI Investments
SEIC
$11.1B
| – | – |
0
|
|