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
376
$466K 0.05%
+994
377
$459K 0.05%
5,920
+2,634
378
$457K 0.05%
21,672
+4,258
379
$455K 0.05%
13,830
-50
380
$452K 0.05%
6,974
-952
381
$452K 0.05%
12,667
+2,000
382
$447K 0.05%
5,336
-65
383
$447K 0.05%
11,798
-4,077
384
$446K 0.05%
19,515
385
$442K 0.05%
5,672
+286
386
$437K 0.05%
13,750
-700
387
$432K 0.05%
5,226
-75
388
$429K 0.05%
+26,492
389
$426K 0.05%
+51,830
390
$425K 0.05%
+6,814
391
$422K 0.05%
5,079
-100
392
$421K 0.05%
6,852
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393
$420K 0.05%
14,553
+2,105
394
$420K 0.05%
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395
$417K 0.05%
12,509
+6,359
396
$416K 0.05%
2,836
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397
$413K 0.05%
750
-687
398
$412K 0.05%
13,402
-855
399
$410K 0.05%
45,291
400
$409K 0.05%
14,991
+5,334
14 15
16
17 18