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
401
$504K 0.04%
11,562
+2,027
402
$503K 0.04%
16,200
+8,900
403
$498K 0.04%
1,576
-276
404
$496K 0.04%
11,009
-1,728
405
$495K 0.04%
13,898
+122
406
$494K 0.04%
35,267
407
$492K 0.04%
40,431
408
$491K 0.04%
3,586
+222
409
$490K 0.04%
7,599
+70
410
$488K 0.04%
42,228
+682
411
$487K 0.04%
13,428
-1,705
412
$487K 0.04%
45,865
-1,150
413
$486K 0.04%
3,339
-52
414
$483K 0.04%
3,652
-6,721
415
$480K 0.04%
1,609
+9
416
$479K 0.04%
15,533
-2,575
417
$478K 0.04%
78,100
418
$477K 0.04%
9,545
+89
419
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7,496
+1,103
420
$472K 0.04%
9,633
+502
421
$467K 0.04%
9,309
-277
422
$463K 0.04%
14,285
423
$463K 0.04%
28,891
+1,190
424
$462K 0.04%
7,828
-19,165
425
$462K 0.04%
4,101
+226
15 16
17
18 19