NFC
Northeast Financial Consultants Portfolio holdings
AUM
$2.45B
This Quarter Return
+7.91%
1 Year Return
+15.15%
3 Year Return
+63.78%
5 Year Return
+108.41%
10 Year Return
+198.44%
AUM
$149M
AUM Growth
–
Cap. Flow
+$149M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.56%
Holding
99
New
99
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Pfizer
PFE
|
$36.6M |
| 2 |
Plains All American Pipeline
PAA
|
$7.89M |
| 3 |
Chevron
CVX
|
$5.93M |
| 4 |
Enterprise Products Partners
EPD
|
$5.79M |
| 5 |
International Flavors & Fragrances
IFF
|
$4.86M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 34.1% |
| 2 | Healthcare | 29.87% |
| 3 | Financials | 7.39% |
| 4 | Materials | 4.56% |
| 5 | Industrials | 4.18% |
