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 #0001599212
AUM$477.8 MM
Employees7
Phone(888) 762-2423
Address410 West 12th Street
Vancouver, WA 98660
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($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
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Holdings by Sector ($BB)