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
301
$651K 0.07%
3,095
-1,384
302
$650K 0.07%
4,657
+8
303
$649K 0.07%
7,130
-70
304
$646K 0.07%
16,367
+3,700
305
$646K 0.07%
45,445
-8,586
306
$637K 0.07%
5,573
+6
307
$635K 0.07%
12,597
+53
308
$634K 0.07%
3,030
309
$632K 0.07%
6,372
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310
$632K 0.07%
12,552
-54,154
311
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16,857
-4,996
312
$628K 0.07%
20,417
-216
313
$627K 0.07%
5,434
+213
314
$624K 0.07%
1,805
+685
315
$620K 0.07%
45,749
+6,456
316
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2,700
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317
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10,620
-357
318
$613K 0.06%
6,906
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319
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18,419
+700
320
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60,819
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321
$604K 0.06%
6,632
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322
$602K 0.06%
19,597
+3,358
323
$594K 0.06%
13,896
+275
324
$594K 0.06%
5,511
+6
325
$593K 0.06%
22,308
-265
11 12
13
14 15