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
276
$747K 0.08%
43,000
277
$745K 0.08%
74,995
-1,479
278
$744K 0.08%
1,930
-58
279
$742K 0.08%
19,529
+905
280
$734K 0.08%
19,251
+1,204
281
$729K 0.08%
13,591
+6,316
282
$722K 0.08%
9,781
+6,161
283
$720K 0.08%
24,992
-255
284
$704K 0.07%
7,240
-8
285
$702K 0.07%
28,774
+6,576
286
$701K 0.07%
60,015
+1,400
287
$697K 0.07%
5,789
-200
288
$697K 0.07%
6,978
-360
289
$681K 0.07%
23,826
+69
290
$681K 0.07%
62,450
-1,000
291
$677K 0.07%
46,088
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292
$676K 0.07%
38,313
+2,209
293
$668K 0.07%
4,978
+69
294
$667K 0.07%
25,707
+1,725
295
$665K 0.07%
21,400
-2,630
296
$662K 0.07%
54,905
297
$661K 0.07%
36,107
+2,490
298
$659K 0.07%
7,419
+445
299
$659K 0.07%
3,136
+161
300
$654K 0.07%
5,061
-150
10 11
12
13 14