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NFG

Next Financial Group Portfolio holdings

AUM $1.52B
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,108
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.16M
3
+$1.15M
4
SBUX icon
Starbucks
SBUX
+$912K
5
PDI icon
PIMCO Dynamic Income Fund
PDI
+$581K

Top Sells

1
+$2.97M
2
+$2.73M
3
+$1.49M
4
UVE icon
Universal Insurance Holdings
UVE
+$1.44M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.27M

Sector Composition

1 Healthcare 8.89%
2 Communication Services 8.87%
3 Technology 8.38%
4 Consumer Discretionary 7.33%
5 Consumer Staples 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$1K ﹤0.01%
200
1727
$1K ﹤0.01%
20
1728
$1K ﹤0.01%
64
1729
$1K ﹤0.01%
200
1730
$1K ﹤0.01%
100
1731
$1K ﹤0.01%
100
1732
$1K ﹤0.01%
200
1733
$1K ﹤0.01%
24
1734
$1K ﹤0.01%
100
1735
$1K ﹤0.01%
50
-200
1736
$1K ﹤0.01%
100
1737
$1K ﹤0.01%
52
-207
1738
$1K ﹤0.01%
25
-3
1739
$1K ﹤0.01%
125
1740
$1K ﹤0.01%
2,250
1741
$1K ﹤0.01%
100
1742
$1K ﹤0.01%
10
-34
1743
$1K ﹤0.01%
185
-371
1744
$1K ﹤0.01%
1,297
-61
1745
$1K ﹤0.01%
133
-1,000
1746
$1K ﹤0.01%
51
1747
$1K ﹤0.01%
59
1748
$1K ﹤0.01%
84
1749
$1K ﹤0.01%
275
1750
$1K ﹤0.01%
100
68 69
70
71 72