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
401
$420K 0.04%
9,103
+99
402
$418K 0.04%
45,291
403
$418K 0.04%
725
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404
$415K 0.04%
16,925
405
$414K 0.04%
3,112
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406
$414K 0.04%
21,673
+1
407
$413K 0.04%
7,526
+95
408
$411K 0.04%
3,297
-26
409
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9,330
-2
410
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5,145
+192
411
$409K 0.04%
8,560
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412
$409K 0.04%
12,250
-1,500
413
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5,226
414
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19,212
+2
415
$405K 0.04%
11,705
+786
416
$404K 0.04%
13,081
-5,522
417
$404K 0.04%
13,530
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418
$404K 0.04%
2,994
+4
419
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12,532
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420
$392K 0.04%
32,208
+266
421
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18,993
+7
422
$389K 0.04%
2,950
423
$388K 0.04%
1,898
+397
424
$384K 0.04%
2,241
+521
425
$384K 0.04%
1,693
-125
15 16
17
18 19