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Home > Institutional Investor > Newbridge Financial Services Group, Inc. > Profile

Instuitional Investor - Newbridge Financial Services Group, Inc.

Fund Profile
Filing Period:
Fund Name: Newbridge Financial Services Group, Inc.
Portfolio Value $198,954,008
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 92,104 $15,769,054 7.92%
2.
Nvidia Corp
 NVDA 32,009 $13,923,773 6.99%
3.
Amazon Com Inc
 AMZN 77,200 $9,813,664 4.93%
4.
Microsoft Corp
 MSFT 22,198 $7,008,941 3.52%
5.
Tesla Inc.
 TSLA 26,279 $6,575,531 3.3%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)