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
251
$1.05M 0.09%
7,933
-237
252
$1.03M 0.08%
+24,285
253
$1.03M 0.08%
19,506
+92
254
$1.03M 0.08%
36,116
-1,038
255
$1.02M 0.08%
33,496
-923
256
$1.02M 0.08%
18,214
-541
257
$1.02M 0.08%
21,269
-220
258
$1.01M 0.08%
4,662
-51
259
$1.01M 0.08%
18,784
+2,403
260
$994K 0.08%
12,624
+4,840
261
$993K 0.08%
24,000
262
$990K 0.08%
7,233
+68
263
$979K 0.08%
2,963
-225
264
$972K 0.08%
20,470
-2,356
265
$962K 0.08%
2,337
+535
266
$955K 0.08%
18,036
+9,619
267
$954K 0.08%
3,588
+203
268
$952K 0.08%
1,472
-7
269
$950K 0.08%
11,967
+172
270
$943K 0.08%
49,371
-2,015
271
$943K 0.08%
2,586
-35
272
$940K 0.08%
+16,199
273
$929K 0.08%
24,848
-940
274
$908K 0.07%
9,681
+6,284
275
$908K 0.07%
26,321
-1,322
9 10
11
12 13