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
351
$642K 0.05%
15,241
-100
352
$640K 0.05%
+1,075
353
$638K 0.05%
1,656
+1
354
$634K 0.05%
14,929
+399
355
$634K 0.05%
18,544
+1,938
356
$632K 0.05%
6,040
+1,897
357
$622K 0.05%
1,985
-637
358
$620K 0.05%
16,718
+4,734
359
$620K 0.05%
6,175
-570
360
$619K 0.05%
21,644
-290
361
$618K 0.05%
35,410
-240
362
$618K 0.05%
50,000
363
$609K 0.05%
15,206
-37
364
$607K 0.05%
6,713
-89
365
$605K 0.05%
8,165
-64
366
$604K 0.05%
+13,452
367
$601K 0.05%
46,374
+1,692
368
$601K 0.05%
5,449
-53
369
$598K 0.05%
10,103
+251
370
$594K 0.05%
19,278
-525
371
$591K 0.05%
29,789
+325
372
$589K 0.05%
54,523
+513
373
$584K 0.05%
6,656
+362
374
$584K 0.05%
4,502
-53
375
$578K 0.05%
2,707
-74
13 14
15
16 17