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
$322M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.33M
3
+$1.39M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.32M
5
MCHP icon
Microchip Technology
MCHP
+$1.11M

Top Sells

1
+$2.66M
2
+$1.41M
3
+$1.3M
4
KEYS icon
Keysight
KEYS
+$1.01M
5
EV
Eaton Vance Corp.
EV
+$860K

Sector Composition

1 Technology 14.56%
2 Healthcare 6.16%
3 Financials 5.82%
4 Consumer Discretionary 4.89%
5 Industrials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$245K 0.08%
+1,506
252
$244K 0.08%
8,334
-133
253
$244K 0.08%
3,026
-420
254
$243K 0.08%
+4,094
255
$239K 0.07%
3,788
-298
256
$237K 0.07%
11,148
+394
257
$234K 0.07%
7,807
+101
258
$233K 0.07%
+2,280
259
$232K 0.07%
+1,731
260
$231K 0.07%
+1,465
261
$226K 0.07%
11,732
262
$223K 0.07%
+2,897
263
$219K 0.07%
+3,930
264
$218K 0.07%
12,365
+315
265
$217K 0.07%
3,283
-90
266
$215K 0.07%
+1,381
267
$214K 0.07%
5,900
268
$212K 0.07%
6,462
-4
269
$212K 0.07%
+5,808
270
$210K 0.07%
+4,067
271
$210K 0.07%
+3,526
272
$208K 0.06%
3,146
-632
273
$205K 0.06%
+8,930
274
$204K 0.06%
2,576
+2
275
$204K 0.06%
+700
8 9 10
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