NF
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Noven Financial Group, Inc.13F | |
| Noven Financial Group, Inc. | |
| Last update 2020-05-01 | 32 Stocks (6 new) |
| Value $120.00 Mil | Turnover 63 % |
Noven Financial Group, Inc. Top Holdings of 2020-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEF | iShares 7-10 Year Treasury Bond ETF | 203,483 | 24,719.0 | New Holding | 20.620 | +20.62% | 0.130 | +0.68% | +4.07% | 34,824.0 | ||
IEI | iShares 3-7 Year Treasury Bond ETF | 174,778 | 23,305.0 | New Holding | 19.440 | +19.44% | 0.220 | +0.87% | +3.99% | 15,676.4 | ||
IWF | iShares Russell 1000 Growth ETF | 94,176 | 14,188.0 | +568.63% | 11.830 | +10.06% | 0.040 | +27.24% | +8.36% | 113,776.0 | ||
IWS | iShares Russell Mid-Cap Value ETF | 188,854 | 12,104.0 | New Holding | 10.090 | +10.09% | 0.150 | +14.83% | +5.35% | 13,579.9 | ||
VUG | Vanguard Growth ETF | 37,240 | 5,835.0 | +0.83% | 4.870 | +0.04% | 0.010 | +27.48% | +9.52% | 167,127.0 | ||
PGX | Invesco Preferred ETF | 360,858 | 4,749.0 | +3.08% | 3.960 | +0.12% | 0.080 | +4.25% | +0.39% | 3,946.4 | ||
IAU | iShares Gold Trust | 121,123 | 3,651.0 | +0.08% | 3.040 | 0% | 0.030 | +0.80% | +27.51% | 47,693.5 | ||
BRK.B | Berkshire Hathaway Inc | 19,050 | 3,483.0 | +0.21% | 2.900 | +0.01% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
VOT | Vanguard Mid-Cap Growth ETF | 27,320 | 3,461.0 | +1.87% | 2.890 | +0.05% | 0.050 | +23.40% | +14.25% | 16,507.9 | ||
PFF | iShares U.S. Preferred Stock | 104,116 | 3,315.0 | -4.26% | 2.760 | -0.08% | 0.020 | +7.39% | +2.55% | 14,223.1 |
Noven Financial Group, Inc.'s Historical Top Holdings Breakdowns
Noven Financial Group, Inc. Total Holding History ($B)
Noven Financial Group, Inc.'s Asset Allocation
Noven Financial Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Noven Financial Group, Inc.'s Hypothetical Growth since 2020-03-31
Noven Financial Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Noven Financial Group, Inc.'s Holdings Heat Map
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Noven Financial Group, Inc.'s Holdings Bubble Chart
Noven Financial Group, Inc. News
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