NFS

NewCorp Financial Services Portfolio holdings

AUM $115M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$3.18M
2 +$1.73M
3 +$1.17M
4
BND icon
Vanguard Total Bond Market
BND
+$764K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$567K

Top Sells

1 +$2.34M
2 +$2.3M
3 +$442K
4
DY icon
Dycom Industries
DY
+$322K
5
UJUL icon
Innovator US Equity Ultra Buffer ETF July
UJUL
+$283K

Sector Composition

1 Technology 1.04%
2 Financials 0.8%
3 Consumer Discretionary 0.41%
4 Industrials 0.37%
5 Communication Services 0.18%