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
426
$460K 0.04%
5,585
+45
427
$458K 0.04%
16,925
428
$457K 0.04%
6,697
+1,202
429
$456K 0.04%
2,631
-75
430
$455K 0.04%
7,635
-14,994
431
$455K 0.04%
+17,053
432
$454K 0.04%
4,811
433
$453K 0.04%
7,413
+543
434
$450K 0.04%
2,555
+10
435
$450K 0.04%
770
436
$450K 0.04%
22,171
-451
437
$449K 0.04%
17,365
438
$448K 0.04%
42,338
+28
439
$448K 0.04%
22,449
+1,033
440
$447K 0.04%
+13,101
441
$445K 0.04%
33,658
-439
442
$442K 0.04%
14,017
+578
443
$441K 0.04%
6,788
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444
$440K 0.04%
21,775
445
$440K 0.04%
21,506
+1,015
446
$438K 0.04%
8,669
+79
447
$434K 0.04%
22,589
+1,048
448
$434K 0.04%
15,420
-5
449
$431K 0.04%
4,286
-1,085
450
$431K 0.04%
10,710
-3,265
16 17
18
19 20