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
$1.22B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.18M
3
+$1.7M
4
ABBV icon
AbbVie
ABBV
+$1.53M
5
BXMT icon
Blackstone Mortgage Trust
BXMT
+$1.42M

Top Sells

1
+$3.63M
2
+$2.22M
3
+$1.63M
4
NVDA icon
NVIDIA
NVDA
+$1.53M
5
NUE icon
Nucor
NUE
+$1.52M

Sector Composition

1 Technology 14.55%
2 Financials 8.23%
3 Healthcare 5.23%
4 Energy 4.39%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.21M 0.1%
+19,241
227
$1.2M 0.1%
14,035
+377
228
$1.19M 0.1%
9,360
+3,773
229
$1.19M 0.1%
7,316
+3,650
230
$1.19M 0.1%
30,360
+3,025
231
$1.17M 0.1%
16,227
+21
232
$1.17M 0.1%
12,024
+446
233
$1.17M 0.1%
21,648
+16
234
$1.16M 0.09%
78,573
+798
235
$1.15M 0.09%
15,169
+3,886
236
$1.14M 0.09%
28,589
+6,546
237
$1.13M 0.09%
76,176
+541
238
$1.13M 0.09%
11,420
-3,226
239
$1.12M 0.09%
22,038
240
$1.12M 0.09%
34,724
-1,609
241
$1.11M 0.09%
4,708
-152
242
$1.11M 0.09%
+7,198
243
$1.1M 0.09%
89,676
+1,226
244
$1.1M 0.09%
1,045
-21
245
$1.09M 0.09%
+7,267
246
$1.09M 0.09%
21,385
+3,647
247
$1.09M 0.09%
5,520
+824
248
$1.08M 0.09%
48,489
-7,260
249
$1.07M 0.09%
5,479
+43
250
$1.05M 0.09%
11,123
+626
8 9
10
11 12