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
251
$1.21M 0.08%
25,666
+310
252
$1.21M 0.08%
20,838
-27
253
$1.21M 0.08%
9,724
+1,294
254
$1.19M 0.08%
7,924
-1,983
255
$1.18M 0.08%
17,154
+2,074
256
$1.17M 0.08%
4,943
-246
257
$1.17M 0.08%
54,807
+300
258
$1.17M 0.08%
315
259
$1.17M 0.08%
5,131
+3,505
260
$1.16M 0.08%
25,376
+1,074
261
$1.15M 0.08%
7,234
-14,013
262
$1.14M 0.08%
17,268
+647
263
$1.13M 0.08%
3,424
+48
264
$1.13M 0.08%
47,930
-2,261
265
$1.13M 0.08%
23,523
-40,120
266
$1.13M 0.08%
40,478
+1,043
267
$1.12M 0.08%
11,495
+122
268
$1.1M 0.08%
6,034
+851
269
$1.09M 0.08%
32,463
-1,633
270
$1.09M 0.07%
11,050
-5,313
271
$1.08M 0.07%
13,520
+203
272
$1.08M 0.07%
13,272
-178
273
$1.08M 0.07%
88,088
-1,321
274
$1.06M 0.07%
15,691
-655
275
$1.06M 0.07%
4,296
+123
9 10
11
12 13