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
$439M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.45M
3
+$3.45M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.02M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.12M

Top Sells

1
+$2.7M
2
+$2.18M
3
+$1.81M
4
FDS icon
Factset
FDS
+$1.42M
5
CPRT icon
Copart
CPRT
+$1.4M

Sector Composition

1 Technology 14.59%
2 Financials 7.06%
3 Consumer Discretionary 6.29%
4 Healthcare 5.12%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$315K 0.07%
878
-22
277
$314K 0.07%
2,175
-45
278
$313K 0.07%
18,171
+10
279
$312K 0.07%
2,642
+506
280
$305K 0.07%
5,641
-157
281
$305K 0.07%
4,477
282
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+3,246
283
$299K 0.07%
+19,033
284
$298K 0.07%
1,503
+12
285
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3,044
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286
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+4,468
287
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6,151
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288
$294K 0.07%
2,734
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289
$292K 0.07%
5,935
290
$292K 0.07%
19,454
-4,640
291
$289K 0.07%
2,778
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292
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293
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294
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3,112
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295
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4,429
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296
$278K 0.06%
2,170
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297
$276K 0.06%
+3,706
298
$276K 0.06%
2,945
-202
299
$276K 0.06%
5,239
+1,194
300
$276K 0.06%
+1,476
10 11
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