NF

Nvest Financial Portfolio holdings

AUM $241M
1-Year Est. Return 25.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.9M
AUM Growth
+$9.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$404K
2 +$279K
3 +$259K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$252K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$240K

Top Sells

1 +$291K
2 +$71.3K
3 +$35.3K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$28.1K
5
VZ icon
Verizon
VZ
+$18.9K

Sector Composition

1 Financials 10.96%
2 Consumer Staples 9.75%
3 Healthcare 9.13%
4 Technology 7.9%
5 Industrials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$16.6K 0.02%
2,500