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
351
$510K 0.06%
16,892
-8
352
$510K 0.06%
+8,687
353
$507K 0.06%
10,021
-508
354
$505K 0.06%
13,061
355
$499K 0.06%
4,980
-532
356
$499K 0.06%
4,299
+1,716
357
$498K 0.06%
5,824
358
$498K 0.06%
5,867
+28
359
$497K 0.06%
6,667
+13
360
$490K 0.06%
17,494
361
$489K 0.05%
20,281
+11,220
362
$486K 0.05%
23,868
+6,118
363
$486K 0.05%
16,239
-85
364
$484K 0.05%
46,140
+13,000
365
$481K 0.05%
4,837
+1,751
366
$481K 0.05%
35,078
+5,437
367
$480K 0.05%
21,828
-2,052
368
$480K 0.05%
17,290
+664
369
$480K 0.05%
78,550
+50,000
370
$478K 0.05%
5,810
-99
371
$475K 0.05%
3,575
-400
372
$474K 0.05%
7,107
-30
373
$472K 0.05%
5,501
+2,068
374
$471K 0.05%
19,745
375
$468K 0.05%
1,202
+421
13 14
15
16 17