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NFG

Northeast Financial Group Portfolio holdings

AUM $404M
1-Year Est. Return 12.61%
This Fund
S&P 500
This Quarter Est. Return
+12.85%
1 Year Est. Return
+12.61%
3 Year Est. Return
+31.56%
5 Year Est. Return
+33.89%
10 Year Est. Return
AUM
$131M
AUM Growth
Cap. Flow
+$125M
Cap. Flow %
95.08%
Top 10 Hldgs %
73.5%
Holding
45
New
45
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 5.61%
2 Consumer Discretionary 3.61%
3 Financials 2.74%
4 Consumer Staples 2.31%
5 Materials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCHX icon
1
Schwab US Large- Cap ETF
SCHX
$71.1B
$25.4M 19.35%
+1,676,238
New +$24M
SCHM icon
2
Schwab US Mid-Cap ETF
SCHM
$14.6B
$14M 10.67%
+616,542
New +$12.9M
SCHZ icon
3
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$13.4M 10.2%
+477,942
New +$13.4M
SCHD icon
4
Schwab US Dividend Equity ETF
SCHD
$103B
$10.3M 7.86%
+482,718
New +$9.79M
SCHG icon
5
Schwab US Large-Cap Growth ETF
SCHG
$58.8B
$8.3M 6.32%
+517,000
New +$7.84M
GLD icon
6
SPDR Gold Trust
GLD
$132B
$7.01M 5.34%
+39,316
New +$6.92M
SCHO icon
7
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$5.72M 4.36%
+222,754
New +$5.73M
IJS icon
8
iShares S&P Small-Cap 600 Value ETF
IJS
$8.14B
$5.04M 3.84%
+61,926
New +$4.5M
AMZN icon
9
Amazon
AMZN
$2.49T
$3.81M 2.9%
+23,400
New +$3.73M
GDX icon
10
VanEck Gold Miners ETF
GDX
$23.2B
$3.48M 2.65%
+96,552
New +$3.61M
AAPL icon
11
Apple
AAPL
$4.95T
$3.46M 2.64%
+26,072
New +$3.14M
MSFT icon
12
Microsoft
MSFT
$2.89T
$3.4M 2.59%
+15,285
New +$3.29M
FCX icon
13
Freeport-McMoran
FCX
$90.2B
$2.82M 2.15%
+108,399
New +$2.25M
ONLN icon
14
ProShares Online Retail ETF
ONLN
$63.1M
$2.19M 1.67%
+28,827
New +$2.02M
COST icon
15
Costco
COST
$422B
$2.09M 1.59%
+5,555
New +$2.08M
UNH icon
16
UnitedHealth
UNH
$379B
$1.84M 1.4%
+5,237
New +$1.76M
V icon
17
Visa
V
$689B
$1.81M 1.38%
+8,253
New +$1.69M
XLI icon
18
State Street Industrial Select Sector SPDR ETF
XLI
$33.4B
$1.7M 1.29%
+19,152
New +$1.61M
BA icon
19
Boeing
BA
$167B
$1.54M 1.18%
+7,206
New +$1.39M
HYLB icon
20
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.51B
$1.28M 0.98%
+31,945
New +$1.26M
GOOG icon
21
Alphabet (Google) Class C
GOOG
$3.99T
$1.17M 0.89%
+13,380
New +$1.13M
VCSH icon
22
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.14M 0.87%
+13,664
New +$1.13M
SGOL icon
23
abrdn Physical Gold Shares ETF
SGOL
$6.97B
$1.06M 0.81%
+57,835
New +$1.04M
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$3.99T
$1.04M 0.79%
+11,900
New +$1M
PAVE icon
25
Global X US Infrastructure Development ETF
PAVE
$14.2B
$865K 0.66%
+40,800
New +$793K

Similar funds

Northeast Financial Group's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for Northeast Financial Group, which disclosed 45 positions worth $131M. Its ten largest holdings account for 73% of the portfolio.

Its largest position is Schwab US Large- Cap ETF: 1,676,238 shares worth $25.4M.

By sector, the portfolio is most concentrated in Technology at 5.6% of assets, followed by Consumer Discretionary and Financials.

  • Northeast Financial Group's largest Q4 2020 buy was Schwab US Large- Cap ETF: 1,676,238 shares worth $25.4M.
  • Northeast Financial Group's ten largest holdings make up 73% of its $131M portfolio in Q4 2020.
  • Northeast Financial Group disclosed 45 positions in Q4 2020, its first 13F filing on record.

Based on Northeast Financial Group's 13F filing for Q4 2020, filed 18 Aug 2023.