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
351
$535K 0.06%
5,867
352
$534K 0.06%
17,420
-240
353
$527K 0.06%
2,064
+75
354
$525K 0.06%
7,240
+393
355
$521K 0.05%
39,277
+4,199
356
$520K 0.05%
3,443
357
$518K 0.05%
16,379
-513
358
$517K 0.05%
7,462
-475
359
$516K 0.05%
3,397
+592
360
$515K 0.05%
8,031
-2,683
361
$514K 0.05%
15,000
-843
362
$513K 0.05%
8,786
+385
363
$511K 0.05%
9,874
-147
364
$510K 0.05%
+16,119
365
$507K 0.05%
8,600
-87
366
$505K 0.05%
46,140
367
$501K 0.05%
+38,700
368
$501K 0.05%
19,745
369
$497K 0.05%
15,800
+1,247
370
$497K 0.05%
17,494
371
$494K 0.05%
13,061
372
$490K 0.05%
15,247
+1,845
373
$490K 0.05%
78,550
374
$486K 0.05%
12,325
+527
375
$486K 0.05%
5,362
-3,750
13 14
15
16 17