NF
Nvest Financial Portfolio holdings
AUM
$241M
1-Year Est. Return
25.14%
This Fund
S&P 500
1 Year Est. Return
+25.14%
AUM
$174M
AUM Growth
-$18M
(-9.4%)
Holding
128
Top Buys
| 1 | +$1.05M | |
| 2 | +$872K | |
| 3 | +$815K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$762K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$671K |
Top Sells
| 1 | +$4.97M | |
| 2 | +$2.41M | |
| 3 | +$2.26M | |
| 4 |
Walmart Inc
WMT
|
+$1.84M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
FT Vest International Equity Moderate Buffer ETF December
YDEC
$139M
| – | – |
-9,077
|
|
||
127
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.9B
| – | – |
-2,119
|
|
||
128
Deere & Co
DE
$158B
| – | – |
-445
|
|