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
$79.9M
AUM Growth
+$9.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$402K
2 +$294K
3 +$271K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$246K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$244K

Top Sells

1 +$295K
2 +$73.5K
3 +$37K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$28.1K
5
VZ icon
Verizon
VZ
+$19.7K

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