We are live on ! Find out more
NFC

Northeast Financial Consultants Portfolio holdings

AUM $2.45B
1-Year Est. Return 15.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$975M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$88.8M
2
+$32.8M
3
+$18.6M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$7.4M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.47M

Top Sells

1
+$138M
2
+$64.5M
3
+$38.3M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$7.58M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$5.12M

Sector Composition

1 Healthcare 15.84%
2 Energy 10.09%
3 Financials 8.7%
4 Technology 5.22%
5 Communication Services 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$28K ﹤0.01%
+1,937
327
– –
-2,649
328
– –
-39,770
329
– –
-2,420
330
– –
-486
331
– –
-12,051
332
– –
-14,686
333
– –
-4,860
334
– –
-4,840
335
– –
-60,182
336
– –
0
337
– –
-35,188
338
– –
-7,091
339
– –
-6,036
340
– –
-4,272
341
– –
-313
342
– –
-3,440
10 11 12 13
14