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NFG
Norris Financial Group Portfolio holdings
AUM
$306M
1-Year Est. Return
44.22%
This Fund
S&P 500
This Quarter
Est. Return
+3.22%
1 Year Est. Return
+44.22%
3 Year Est. Return
+121.53%
5 Year Est. Return
+182.65%
10 Year Est. Return
–
AUM
$151M
AUM Growth
+$2.9M
(+2%)
Cap. Flow
+$1.57M
Cap. Flow
% of AUM
1.04%
Top 10 Holdings %
Top 10 Hldgs %
51.13%
Holding
90
New
8
Increased
34
Reduced
32
Closed
7
Top Buys
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$9.32M |
| 2 |
iShares US Medical Devices ETF
IHI
|
+$4.99M |
| 3 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$4.12M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$2.59M |
| 5 |
Apple
AAPL
|
+$1.49M |
Top Sells
| 1 |
iShares US Transportation ETF
IYT
|
+$5.84M |
| 2 |
iShares US Regional Banks ETF
IAT
|
+$4.05M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$3.13M |
| 4 |
Alibaba
BABA
|
+$2.33M |
| 5 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
+$1.74M |
Sector Composition
| 1 | Technology | 10.92% |
| 2 | Healthcare | 5.34% |
| 3 | Industrials | 3.2% |
| 4 | Consumer Discretionary | 3.13% |
| 5 | Materials | 2.72% |
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