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
$63.1M
AUM Growth
-$398K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1 +$73.2K
2 +$62.2K
3 +$56.5K
4
ET icon
Energy Transfer Partners
ET
+$41.9K
5
BAC icon
Bank of America
BAC
+$39.6K

Top Sells

1 +$106K
2 +$66.3K
3 +$53.3K
4
BK icon
Bank of New York Mellon
BK
+$53.3K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$41K

Sector Composition

1 Financials 22.37%
2 Technology 13.08%
3 Healthcare 9.69%
4 Industrials 9.22%
5 Consumer Staples 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1.23K ﹤0.01%
200
277
$966 ﹤0.01%
197
278
$606 ﹤0.01%
6
279
$473 ﹤0.01%
205
280
$442 ﹤0.01%
50
281
$42 ﹤0.01%
100
282
-50
283
-200