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
426
$361K 0.04%
12,766
-1,212
427
$361K 0.04%
+9,259
428
$361K 0.04%
3,199
-20
429
$359K 0.04%
17,414
+6,347
430
$358K 0.04%
7,847
-5,141
431
$357K 0.04%
17,727
+6
432
$353K 0.04%
18,589
+12
433
$350K 0.04%
7,416
-778
434
$348K 0.04%
2,990
+5
435
$347K 0.04%
+1,498
436
$347K 0.04%
10,507
-350
437
$346K 0.04%
17,654
438
$345K 0.04%
+4,927
439
$345K 0.04%
5,991
-960
440
$343K 0.04%
1,501
+339
441
$342K 0.04%
6,653
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442
$341K 0.04%
3,307
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443
$340K 0.04%
+5,794
444
$339K 0.04%
+3,500
445
$337K 0.04%
29,270
+9,564
446
$337K 0.04%
+6,245
447
$336K 0.04%
+4,212
448
$335K 0.04%
32,239
+20,000
449
$334K 0.04%
3,878
+911
450
$332K 0.04%
6,583
16 17
18
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