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
251
$879K 0.09%
69,753
-2,902
252
$861K 0.09%
7,013
-236
253
$857K 0.09%
9,218
+4,854
254
$852K 0.09%
9,105
-918
255
$851K 0.09%
321,079
+183,000
256
$851K 0.09%
26,921
+125
257
$851K 0.09%
74,888
+5,608
258
$836K 0.09%
4,839
+97
259
$829K 0.09%
5,592
+1,293
260
$816K 0.09%
21,828
-6,075
261
$814K 0.09%
4,886
-13
262
$810K 0.09%
14,074
+7,829
263
$804K 0.08%
6,986
+572
264
$796K 0.08%
14,739
-191
265
$789K 0.08%
31,061
+10,780
266
$789K 0.08%
47,100
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267
$788K 0.08%
9,278
+1,118
268
$787K 0.08%
3,849
-247
269
$782K 0.08%
26,401
+11,410
270
$779K 0.08%
3,871
+607
271
$770K 0.08%
16,782
-2,214
272
$757K 0.08%
7,480
-253
273
$753K 0.08%
7,583
-82
274
$751K 0.08%
914
+43
275
$751K 0.08%
7,567
-242
9 10
11
12 13