NFM
North Forty Management Portfolio holdings
AUM
$90.6M
1-Year Return
16.82%
This Quarter Return
-1.68%
1 Year Return
+16.82%
3 Year Return
+9.62%
5 Year Return
–
10 Year Return
–
AUM
$82.1M
AUM Growth
+$393K
(+0.48%)
Cap. Flow
+$2.4M
Cap. Flow
% of AUM
2.93%
Top 10 Holdings %
Top 10 Hldgs %
97.68%
Holding
42
New
38
Increased
–
Reduced
2
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$1.95M |
| 2 |
Apple
AAPL
|
$341K |
| 3 |
NVIDIA
NVDA
|
$252K |
| 4 |
Biogen
BIIB
|
$220K |
| 5 |
Electronic Arts
EA
|
$163K |
Top Sells
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$1.57M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.02M |
Sector Composition
| 1 | Financials | 2.79% |
| 2 | Healthcare | 0.81% |
| 3 | Technology | 0.79% |
| 4 | Consumer Discretionary | 0.53% |
| 5 | Industrials | 0.52% |
