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
$659M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$5.58M
3
+$4.96M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$4.3M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$4.16M

Top Sells

1
+$4.75M
2
+$2.98M
3
+$2.86M
4
MPC icon
Marathon Petroleum
MPC
+$2.81M
5
SPG icon
Simon Property Group
SPG
+$2.7M

Sector Composition

1 Technology 13.34%
2 Financials 7.52%
3 Consumer Discretionary 5.28%
4 Healthcare 4.76%
5 Industrials 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$240K 0.04%
+1,162
402
$240K 0.04%
+917
403
$234K 0.04%
+3,170
404
$231K 0.04%
8,960
+17
405
$231K 0.04%
5,005
+200
406
$229K 0.03%
3,280
-605
407
$228K 0.03%
1,581
-71
408
$227K 0.03%
5,079
+5
409
$227K 0.03%
+3,801
410
$226K 0.03%
5,195
-287
411
$218K 0.03%
+3,600
412
$218K 0.03%
1,083
413
$217K 0.03%
13,908
414
$215K 0.03%
+7,990
415
$215K 0.03%
2,726
+14
416
$214K 0.03%
+3,404
417
$214K 0.03%
6,974
-11,447
418
$213K 0.03%
2,187
+95
419
$210K 0.03%
+7,525
420
$208K 0.03%
+3,251
421
$207K 0.03%
6,194
+54
422
$206K 0.03%
+1,228
423
$205K 0.03%
3,097
-29,262
424
$203K 0.03%
+3,381
425
$203K 0.03%
7,376
15 16
17
18 19