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
376
$578K 0.05%
1,500
-24
377
$575K 0.05%
+5,072
378
$565K 0.05%
2,908
+33
379
$559K 0.05%
54,769
380
$558K 0.05%
21,698
+1,150
381
$558K 0.05%
19,295
+733
382
$551K 0.05%
17,543
+350
383
$547K 0.04%
833
+72
384
$544K 0.04%
7,015
+11
385
$544K 0.04%
14,195
-2,875
386
$542K 0.04%
13,316
387
$540K 0.04%
15,430
+3,650
388
$531K 0.04%
27,640
-1,072
389
$530K 0.04%
9,246
+152
390
$529K 0.04%
47,570
-400
391
$528K 0.04%
24,648
-2,904
392
$527K 0.04%
10,206
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393
$524K 0.04%
2,655
+955
394
$521K 0.04%
4,999
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395
$518K 0.04%
8,651
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396
$513K 0.04%
16,214
-3,855
397
$509K 0.04%
4,205
-132
398
$506K 0.04%
34,942
+1,497
399
$506K 0.04%
11,413
-308
400
$505K 0.04%
300
-8
14 15
16
17 18