NFP

NorthLanding Financial Partners Portfolio holdings

AUM $120M
1-Year Est. Return 11.09%
This Quarter Est. Return
1 Year Est. Return
+11.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.7M
AUM Growth
-$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$4.4K

Top Sells

1
+$8.58M
2
+$8.42M
3
+$4.18M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.78M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.46M

Sector Composition

1 Technology 2.11%
2 Financials 2.08%
3 Consumer Staples 0%
4 Energy 0%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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