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
$66M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1 +$92.7K
2 +$73.4K
3 +$61.7K
4
EMR icon
Emerson Electric
EMR
+$60.4K
5
DE icon
Deere & Co
DE
+$60.3K

Top Sells

1 +$905K
2 +$581K
3 +$181K
4
PEP icon
PepsiCo
PEP
+$157K
5
VUG icon
Vanguard Growth ETF
VUG
+$138K

Sector Composition

1 Financials 25.48%
2 Technology 13.23%
3 Industrials 9.52%
4 Healthcare 8.17%
5 Consumer Staples 4.55%