NF

Nvest Financial Portfolio holdings

AUM $192M
1-Year Est. Return 21.27%
This Quarter Est. Return
1 Year Est. Return
+21.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$70.7M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$251K
2 +$158K
3 +$130K
4
GLD icon
SPDR Gold Trust
GLD
+$122K
5
LLY icon
Eli Lilly
LLY
+$100K

Sector Composition

1 Financials 9.99%
2 Consumer Staples 9.96%
3 Healthcare 9.38%
4 Technology 8.34%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,297
52
-225,559