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
176
$21K 0.03%
+1,526
177
$21K 0.03%
+100
178
$20K 0.03%
+200
179
$20K 0.03%
+375
180
$19K 0.03%
+240
181
$19K 0.03%
+520
182
$18K 0.03%
+336
183
$18K 0.03%
+304
184
$18K 0.03%
+300
185
$18K 0.03%
+300
186
$18K 0.03%
+500
187
$17K 0.02%
+250
188
$17K 0.02%
+500
189
$17K 0.02%
+500
190
$16K 0.02%
+355
191
$16K 0.02%
+640
192
$16K 0.02%
+75
193
$15K 0.02%
+50
194
$14K 0.02%
+25
195
$14K 0.02%
+406
196
$14K 0.02%
+241
197
$14K 0.02%
+100
198
$14K 0.02%
+783
199
$14K 0.02%
+100
200
$14K 0.02%
+100
6 7
8
9 10