NFC
Northeast Financial Consultants Portfolio holdings
AUM $2.26B
This Quarter Return
-4.75%
1 Year Return
+7.7%
3 Year Return
+24.96%
5 Year Return
+125.68%
10 Year Return
+162.86%
AUM
$2.26B
AUM Growth
-$116M (-5%)
Cap. Flow
+$13.9M
Cap. Flow % of AUM
0.62%
Top 10 Holdings %Top 10 Hldgs %
53.71%
Holding
295
New
7
Increased
51
Reduced
66
Closed
17
Top Buys
1 | $25.3M | |
2 | $23.5M | |
3 | $6.1M | |
4 | $5.19M | |
5 | $3.46M |
Top Sells
1 | $7.32M | |
2 | $6.77M | |
3 | $6.04M | |
4 | $4.27M | |
5 | $3.16M |
Sector Composition
1 | Financials | 14.23% |
2 | Technology | 8.01% |
3 | Healthcare | 3.77% |
4 | Communication Services | 3.39% |
5 | Consumer Discretionary | 3.25% |