NF

Norwood Financial Portfolio holdings

AUM $69.3M
1-Year Est. Return 18.84%
This Quarter Est. Return
1 Year Est. Return
+18.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.5M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$197K
2
+$82.3K
3
+$81.3K
4
FDX icon
FedEx
FDX
+$55.4K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$48.8K

Top Sells

1
+$366K
2
+$236K
3
+$198K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$178K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$91K

Sector Composition

1 Financials 24.87%
2 Technology 11.12%
3 Healthcare 10.37%
4 Industrials 9.11%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.13K 0.01%
567
252
$4.07K 0.01%
100
253
$3.83K 0.01%
98
254
$3.75K 0.01%
100
255
$3.75K 0.01%
36
256
$3.69K 0.01%
30
257
$3.45K 0.01%
302
258
$3.28K 0.01%
100
259
$3.15K 0.01%
132
260
$3.11K ﹤0.01%
110
261
$2.84K ﹤0.01%
+142
262
$2.82K ﹤0.01%
200
263
$2.76K ﹤0.01%
100
264
$2.61K ﹤0.01%
108
265
$2.55K ﹤0.01%
100
266
$2.42K ﹤0.01%
300
267
$2.15K ﹤0.01%
100
268
$2.11K ﹤0.01%
100
269
$2.07K ﹤0.01%
100
270
$1.73K ﹤0.01%
35
271
$1.59K ﹤0.01%
75
272
$1.56K ﹤0.01%
50
273
$1.45K ﹤0.01%
200
274
$1.24K ﹤0.01%
100
275
$1.22K ﹤0.01%
100
8 9 10
11
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