NF

Norwood Financial Portfolio holdings

AUM $69.3M
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58.7M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$357K
2
+$169K
3
+$84K
4
SBUX icon
Starbucks
SBUX
+$51.2K
5
AAPL icon
Apple
AAPL
+$39.6K

Top Sells

1
+$856K
2
+$401K
3
+$120K
4
DIS icon
Walt Disney
DIS
+$95K
5
T icon
AT&T
T
+$93.8K

Sector Composition

1 Financials 19.52%
2 Technology 11.59%
3 Healthcare 10.73%
4 Industrials 8.65%
5 Consumer Staples 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K 0.01%
150
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$7K 0.01%
75
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$7K 0.01%
30
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$6K 0.01%
351
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$6K 0.01%
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$6K 0.01%
450
232
$6K 0.01%
146
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$5K 0.01%
100
234
$5K 0.01%
100
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$5K 0.01%
25
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$5K 0.01%
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$5K 0.01%
275
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$4K 0.01%
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239
$4K 0.01%
50
240
$4K 0.01%
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241
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30
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100
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$4K 0.01%
100
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$4K 0.01%
100
245
$4K 0.01%
132
246
$3K 0.01%
300
247
$3K 0.01%
100
248
$3K 0.01%
110
249
$3K 0.01%
302
250
$3K 0.01%
90
7 8 9
10
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