NFG
Northeast Financial Group Portfolio holdings
AUM
$399M
1-Year Est. Return
12.05%
This Fund
S&P 500
1 Year Est. Return
+12.05%
AUM
$260M
AUM Growth
+$26.3M
(+11%)
Holding
82
Top Buys
| 1 | +$6.4M | |
| 2 | +$4.41M | |
| 3 | +$4.02M | |
| 4 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$3.55M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$2.36M |
Top Sells
| 1 | +$6.95M | |
| 2 | +$3.14M | |
| 3 | +$2.19M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.96M |
| 5 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$1.95M |
Sector Composition
| 1 | Technology | 2.12% |
| 2 | Financials | 1.34% |
| 3 | Consumer Discretionary | 1.26% |
| 4 | Healthcare | 1.17% |
| 5 | Communication Services | 1.07% |