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
$72.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.54M
3
+$2.76M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.69M
5
MSFT icon
Microsoft
MSFT
+$2.15M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.8%
2 Technology 12.66%
3 Healthcare 9.13%
4 Industrials 7.95%
5 Consumer Staples 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
+200
252
$2K ﹤0.01%
+100
253
$2K ﹤0.01%
+100
254
$2K ﹤0.01%
+100
255
$2K ﹤0.01%
+146
256
$2K ﹤0.01%
+302
257
$2K ﹤0.01%
+10
258
$2K ﹤0.01%
+75
259
$1K ﹤0.01%
+10
260
$1K ﹤0.01%
+205
261
$1K ﹤0.01%
+197
262
$1K ﹤0.01%
+10
263
$1K ﹤0.01%
+6
264
$1K ﹤0.01%
+100
265
$0 ﹤0.01%
+50
7 8 9 10
11