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
401
$408K 0.05%
10,919
+1,642
402
$407K 0.05%
11,651
+13
403
$405K 0.05%
+9,004
404
$404K 0.05%
+16,925
405
$404K 0.05%
+17,365
406
$403K 0.05%
4,589
-97
407
$403K 0.05%
19,210
+1,306
408
$400K 0.04%
31,942
+2,225
409
$393K 0.04%
4,953
-529
410
$390K 0.04%
1,818
+87
411
$389K 0.04%
18,986
+1,261
412
$389K 0.04%
11,059
413
$387K 0.04%
+2,231
414
$384K 0.04%
+9,206
415
$384K 0.04%
5,300
-32
416
$380K 0.04%
+2,805
417
$377K 0.04%
16,920
-1,447
418
$375K 0.04%
34,238
-403
419
$375K 0.04%
3,323
+477
420
$374K 0.04%
7,431
+1,970
421
$374K 0.04%
6,615
+41
422
$372K 0.04%
12,328
+3,866
423
$372K 0.04%
+7,850
424
$364K 0.04%
18,267
-400
425
$362K 0.04%
19,134
+8
15 16
17
18 19