Newfocus Financial Group LLC

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Assets, Funds, Holdings

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Newfocus Financial Group LLC
CRD #132578
SEC #801-63625
CIK #1599212
AUM $503.7 MM (100% Disc, 100% US)
Employees8 (100% Investors, 0% Brokers)
Phone888-762-2423
Address410 West 12th Street
Vancouver, WA 98660
Source IAPDexternal EDGARexternal Websiteexternal Twitterexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AAPL 843,560.0 13.2
UNH 233,310.0 7.7
VIG 7.4
EWU 7.2
CTAS 21,360.0 7.2
IVV 6.6
CSCO 228,550.0 6.3
BDX 67,250.0 5.7
DON 5.2
MSFT 865,660.0 5.1
View All
Holdings by Sector ($BB)
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