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
376
$484K 0.05%
24,267
+6,000
377
$484K 0.05%
5,694
-130
378
$484K 0.05%
17,502
+212
379
$478K 0.05%
5,762
+261
380
$478K 0.05%
6,851
-256
381
$475K 0.05%
+10,686
382
$471K 0.05%
9,938
+5,157
383
$467K 0.05%
21,369
-459
384
$466K 0.05%
23,873
+5
385
$460K 0.05%
9,653
+319
386
$459K 0.05%
7,522
+670
387
$457K 0.05%
2,743
-93
388
$456K 0.05%
19,515
389
$454K 0.05%
16,836
-7,596
390
$453K 0.05%
5,297
-39
391
$451K 0.05%
2,693
+462
392
$448K 0.05%
8,740
+2,087
393
$444K 0.05%
5,536
-384
394
$443K 0.05%
11,664
+13
395
$439K 0.05%
27,492
+1,000
396
$436K 0.05%
18,400
+7,760
397
$432K 0.05%
+7,832
398
$424K 0.04%
17,365
399
$423K 0.04%
10,938
+4,185
400
$421K 0.04%
4,794
-186
14 15
16
17 18