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
301
$791K 0.06%
25,536
-1,540
302
$790K 0.06%
7,410
-450
303
$788K 0.06%
36,903
+627
304
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5,637
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305
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4,264
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306
$769K 0.06%
18,648
307
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308
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1,516
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309
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6,087
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310
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61,450
311
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312
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313
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314
$742K 0.06%
47,247
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315
$738K 0.06%
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316
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13,575
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14,665
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$708K 0.06%
50,380
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324
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25,869
-2,846
325
$705K 0.06%
5,784
-37
11 12
13
14 15