NFG

Next Financial Group Portfolio holdings

AUM $1.52B
1-Year Est. Return 20.13%
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,282
New
Increased
Reduced
Closed

Top Buys

1 +$15.9M
2 +$6.87M
3 +$6.58M
4
XOM icon
Exxon Mobil
XOM
+$6.05M
5
META icon
Meta Platforms (Facebook)
META
+$4.46M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.2%
2 Energy 11.88%
3 Communication Services 10.43%
4 Financials 10.2%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$1K ﹤0.01%
+11
1127
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+5
1128
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+39
1133
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1134
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1135
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1136
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1147
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1148
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+40