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
$953M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.37M
3
+$2.24M
4
NVO icon
Novo Nordisk
NVO
+$2.17M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.96M

Top Sells

1
+$2.73M
2
+$2.63M
3
+$2.5M
4
PBR icon
Petrobras
PBR
+$2.1M
5
ADM icon
Archer Daniels Midland
ADM
+$1.99M

Sector Composition

1 Technology 12.55%
2 Financials 6.84%
3 Healthcare 5.74%
4 Energy 5.31%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1M 0.11%
3,504
-50
227
$999K 0.1%
4,519
+250
228
$999K 0.1%
1,450
+53
229
$991K 0.1%
33,410
-902
230
$988K 0.1%
31,402
+3,146
231
$981K 0.1%
3,114
+87
232
$962K 0.1%
7,203
+766
233
$958K 0.1%
10,322
+52
234
$944K 0.1%
5,964
+241
235
$942K 0.1%
+41,343
236
$941K 0.1%
12,518
+826
237
$939K 0.1%
10,684
-2,990
238
$934K 0.1%
54,405
-44,178
239
$928K 0.1%
9,309
+2
240
$926K 0.1%
77,381
+5,003
241
$926K 0.1%
60,074
+2,552
242
$907K 0.1%
4,541
-4,870
243
$907K 0.1%
4,893
+330
244
$900K 0.09%
28,452
-552
245
$897K 0.09%
111,016
+23,000
246
$896K 0.09%
12,138
+142
247
$892K 0.09%
35,737
+326
248
$883K 0.09%
+333
249
$880K 0.09%
358
+2
250
$879K 0.09%
17,802
+206
8 9
10
11 12