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
301
$943K 0.06%
18,487
-6,574
302
$941K 0.06%
4,258
-170
303
$940K 0.06%
10,235
+637
304
$936K 0.06%
+4,401
305
$936K 0.06%
29,252
+817
306
$936K 0.06%
4,739
-612
307
$925K 0.06%
9,297
+2,864
308
$924K 0.06%
33,465
+2,430
309
$923K 0.06%
3,271
+14
310
$914K 0.06%
7,058
+5
311
$908K 0.06%
34,653
+3,013
312
$907K 0.06%
+5,512
313
$907K 0.06%
19,850
-367
314
$906K 0.06%
27,361
+790
315
$897K 0.06%
7,534
+527
316
$892K 0.06%
10,018
+695
317
$888K 0.06%
8,075
+138
318
$872K 0.06%
21,433
+1
319
$871K 0.06%
24,928
-594
320
$865K 0.06%
3,011
+77
321
$864K 0.06%
34,979
+9,389
322
$859K 0.06%
8,724
+534
323
$853K 0.06%
18,823
+55
324
$851K 0.06%
17,440
-2,648
325
$850K 0.06%
1,756
+84
11 12
13
14 15