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
251
$833K 0.09%
18,996
-188
252
$830K 0.09%
4,742
+1,002
253
$820K 0.09%
12,000
254
$809K 0.09%
6,437
+4,387
255
$803K 0.09%
+5,723
256
$799K 0.09%
54,031
+10,261
257
$798K 0.09%
26,796
+220
258
$793K 0.09%
9,699
-2
259
$787K 0.09%
23,757
+6,178
260
$785K 0.09%
14,930
-122
261
$784K 0.09%
17,596
+568
262
$782K 0.09%
9,112
263
$779K 0.09%
43,000
264
$777K 0.09%
+1,397
265
$760K 0.09%
7,733
-1,725
266
$756K 0.08%
7,665
-167
267
$756K 0.08%
21,853
-1,361
268
$754K 0.08%
18,624
+2,568
269
$746K 0.08%
+7,271
270
$734K 0.08%
7,248
+338
271
$732K 0.08%
5,989
+57
272
$731K 0.08%
76,474
+5,647
273
$727K 0.08%
88,016
+36,072
274
$721K 0.08%
138,079
-193,900
275
$718K 0.08%
6,414
-89
9 10
11
12 13