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
276
$709K 0.08%
25,247
277
$707K 0.08%
45,588
+6,123
278
$706K 0.08%
7,249
-548
279
$706K 0.08%
18,047
+3
280
$705K 0.08%
4,096
+800
281
$698K 0.08%
4,899
-52
282
$688K 0.08%
63,450
+25,000
283
$687K 0.08%
+8,160
284
$684K 0.08%
5,211
+1
285
$680K 0.08%
10,714
+2,385
286
$680K 0.08%
9,679
+143
287
$679K 0.08%
40,420
+11,595
288
$676K 0.08%
3,264
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289
$675K 0.08%
5,567
-3
290
$669K 0.08%
1,988
+11
291
$668K 0.07%
28,360
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292
$667K 0.07%
54,905
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293
$666K 0.07%
4,909
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294
$664K 0.07%
58,615
+21,200
295
$663K 0.07%
24,030
-7,870
296
$659K 0.07%
1,989
+246
297
$657K 0.07%
+50,742
298
$652K 0.07%
10,423
-6,107
299
$650K 0.07%
36,104
-102
300
$641K 0.07%
11,772
+863
10 11
12
13 14