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
276
$907K 0.07%
27,217
-1,348
277
$903K 0.07%
3,661
-86
278
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10,779
-1,363
279
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27,872
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280
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5,956
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281
$888K 0.07%
23,664
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282
$887K 0.07%
21,762
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283
$887K 0.07%
28,485
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284
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2,768
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285
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286
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287
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288
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289
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16,254
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290
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22,751
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291
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292
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293
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294
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9,900
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295
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296
$821K 0.07%
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$820K 0.07%
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298
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10,996
-133
299
$801K 0.07%
4,399
+155
300
$799K 0.07%
8,451
+189
10 11
12
13 14