NFG

Nations Financial Group Portfolio holdings

AUM $1.9B
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$4.03M
3
+$3.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M
5
TSM icon
TSMC
TSM
+$2.65M

Top Sells

1
+$5.44M
2
+$4.4M
3
+$3.73M
4
VAL icon
Valaris
VAL
+$2.88M
5
UNH icon
UnitedHealth
UNH
+$2.52M

Sector Composition

1 Technology 14.29%
2 Financials 8.33%
3 Communication Services 3.79%
4 Consumer Discretionary 3.65%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.45M 0.1%
11,663
-66
227
$1.44M 0.1%
19,572
+332
228
$1.44M 0.1%
3,642
+2
229
$1.43M 0.1%
75,478
+1,293
230
$1.43M 0.1%
29,836
+16,585
231
$1.41M 0.1%
32,258
+103
232
$1.4M 0.1%
1,350
-33
233
$1.4M 0.1%
42,550
+10,199
234
$1.39M 0.1%
47,911
+130
235
$1.39M 0.1%
31,606
+1,191
236
$1.37M 0.09%
27,759
+719
237
$1.35M 0.09%
34,250
238
$1.34M 0.09%
29,657
+9,850
239
$1.33M 0.09%
32,771
-198
240
$1.31M 0.09%
34,531
+184
241
$1.29M 0.09%
29,125
-371
242
$1.29M 0.09%
3,604
+86
243
$1.28M 0.09%
1,701
+83
244
$1.28M 0.09%
30,473
+1,297
245
$1.27M 0.09%
4,712
-2,854
246
$1.26M 0.09%
14,586
+2,856
247
$1.25M 0.09%
15,463
+214
248
$1.25M 0.09%
9,095
+460
249
$1.23M 0.08%
2,896
+811
250
$1.22M 0.08%
16,617
+127
8 9
10
11 12