NFG

Nations Financial Group Portfolio holdings

AUM $1.45B
1-Year Est. Return 25.8%
This Quarter Est. Return
1 Year Est. Return
+25.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$891M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.76M
3
+$5.48M
4
AAPL icon
Apple
AAPL
+$4.71M
5
JPM icon
JPMorgan Chase
JPM
+$4.59M

Top Sells

1
+$11.6M
2
+$2.88M
3
+$1.52M
4
DTE icon
DTE Energy
DTE
+$1.46M
5
OGS icon
ONE Gas
OGS
+$1.38M

Sector Composition

1 Technology 10.19%
2 Financials 7.81%
3 Healthcare 6.72%
4 Energy 6.32%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$989K 0.11%
20,237
-841
227
$980K 0.11%
8,124
+4,026
228
$974K 0.11%
39,756
+8,215
229
$958K 0.11%
+72,460
230
$936K 0.11%
+46,412
231
$926K 0.1%
4,269
+3,440
232
$924K 0.1%
10,270
-106
233
$922K 0.1%
7,809
+782
234
$921K 0.1%
+11,692
235
$915K 0.1%
10,023
-291
236
$914K 0.1%
20,328
+103
237
$903K 0.1%
9,307
+2,947
238
$902K 0.1%
+57,522
239
$894K 0.1%
33,749
+3,065
240
$883K 0.1%
5,064
+954
241
$878K 0.1%
356
242
$874K 0.1%
3,027
-155
243
$872K 0.1%
29,004
+16,085
244
$869K 0.1%
3,554
-71
245
$855K 0.1%
35,411
+1,030
246
$851K 0.1%
69,280
+14
247
$847K 0.1%
11,996
+78
248
$845K 0.09%
72,655
+2,612
249
$845K 0.09%
28,256
+10,513
250
$839K 0.09%
+72,378
8 9
10
11 12