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
276
$1.06M 0.07%
11,782
+111
277
$1.05M 0.07%
33,033
+6,729
278
$1.05M 0.07%
3,564
+156
279
$1.04M 0.07%
6,828
+378
280
$1.04M 0.07%
+25,750
281
$1.03M 0.07%
10,107
-58
282
$1.03M 0.07%
8,059
+313
283
$1.02M 0.07%
11,264
-110
284
$1.02M 0.07%
4,289
+215
285
$1.02M 0.07%
+390
286
$1.01M 0.07%
11,154
-10
287
$997K 0.07%
53,178
-300
288
$996K 0.07%
55,722
+19,949
289
$993K 0.07%
15,851
-310
290
$991K 0.07%
69,700
-3,182
291
$991K 0.07%
1,419
-3
292
$991K 0.07%
3,988
-31
293
$988K 0.07%
15,189
-220
294
$981K 0.07%
9,753
-1,576
295
$980K 0.07%
14,427
-30
296
$979K 0.07%
90,258
+561
297
$975K 0.07%
5,327
+101
298
$965K 0.07%
+6,254
299
$949K 0.07%
34,961
+5,201
300
$946K 0.07%
7,037
+19
10 11
12
13 14