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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
$718M
AUM Growth
+$354M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$89M
2
+$33.1M
3
+$27.1M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$19.5M
5
CSX icon
CSX Corp
CSX
+$18M

Top Sells

1
+$2.08M
2
+$1.38M
3
+$1.35M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.28M
5
BX icon
Blackstone
BX
+$1.19M

Sector Composition

1 Healthcare 18.72%
2 Energy 9.4%
3 Financials 6.75%
4 Industrials 4.15%
5 Technology 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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-57,280
203
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-7,100
204
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-2,831
205
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-17,000
206
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-2,500
207
– –
-2,000
208
– –
-1,920
209
– –
-4,085
210
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211
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213
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-13,585
5 6 7 8
9