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NF

Nvest Financial Portfolio holdings

AUM $268M
1-Year Est. Return 22.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$872K
3
+$815K
4
VUG icon
Vanguard Growth ETF
VUG
+$762K
5
VB icon
Vanguard Small-Cap ETF
VB
+$671K

Top Sells

1
+$4.97M
2
+$2.41M
3
+$2.26M
4
WMT icon
Walmart Inc
WMT
+$1.84M
5
AMZN icon
Amazon
AMZN
+$1.63M

Sector Composition

1 Technology 15.42%
2 Financials 9.13%
3 Communication Services 8.15%
4 Consumer Discretionary 5.3%
5 Consumer Staples 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$816K 0.47%
5,792
-202
52
$797K 0.46%
+9,972
53
$797K 0.46%
23,121
-4,878
54
$795K 0.46%
5,177
+2,417
55
$781K 0.45%
4,668
-858
56
$736K 0.42%
3,107
-224
57
$695K 0.4%
1,756
-129
58
$690K 0.4%
26,648
-14,650
59
$690K 0.4%
1,213
-292
60
$688K 0.4%
+2,705
61
$672K 0.39%
18,947
-5,423
62
$569K 0.33%
1,735
+675
63
$567K 0.33%
15,050
-16,003
64
$564K 0.32%
19,051
-5,055
65
$544K 0.31%
15,299
-3,897
66
$535K 0.31%
9,044
+4,167
67
$534K 0.31%
+2,649
68
$526K 0.3%
+1,863
69
$516K 0.3%
1,161
-312
70
$488K 0.28%
11,626
-3,910
71
$488K 0.28%
5,232
-400
72
$482K 0.28%
11,895
-1,970
73
$476K 0.27%
10,838
+2,859
74
$469K 0.27%
7,831
+3,046
75
$465K 0.27%
4,123
+560
1 2
3
4 5