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
301
$640K 0.07%
5,516
-38
302
$638K 0.07%
10,404
+800
303
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2,956
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304
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-46
305
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12,544
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306
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871
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307
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+4,563
308
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26,484
309
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20,633
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310
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8,561
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311
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312
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313
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23,982
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314
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7,200
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315
$598K 0.07%
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316
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44,012
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317
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59,319
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318
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319
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4,649
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320
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322
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24,432
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323
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3,030
324
$571K 0.06%
7,937
+1,975
325
$571K 0.06%
22,573
-25
11 12
13
14 15