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
326
$570K 0.06%
5,221
-9,425
327
$568K 0.06%
1,734
-11
328
$565K 0.06%
3,319
+45
329
$561K 0.06%
19,981
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330
$558K 0.06%
17,719
331
$553K 0.06%
47,231
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332
$548K 0.06%
9,332
-1,025
333
$544K 0.06%
18,603
-5,098
334
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3,443
+175
335
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21,250
336
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5,652
+2,161
337
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7,909
-1,111
338
$534K 0.06%
9,334
+9
339
$533K 0.06%
+2,975
340
$533K 0.06%
22,198
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341
$531K 0.06%
14,325
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342
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13,621
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343
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10,977
-250
344
$526K 0.06%
8,401
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345
$525K 0.06%
6,445
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346
$517K 0.06%
+39,293
347
$517K 0.06%
17,660
-305
348
$514K 0.06%
3,429
+1,319
349
$512K 0.06%
+15,843
350
$512K 0.06%
7,338
+4,284
12 13
14
15 16