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
451
$330K 0.04%
1,120
-10
452
$329K 0.04%
+11,403
453
$329K 0.04%
5,942
454
$326K 0.04%
1,230
455
$326K 0.04%
4,560
+489
456
$325K 0.04%
32,616
+8,384
457
$325K 0.04%
4,364
+120
458
$324K 0.04%
224
459
$323K 0.04%
2,950
-50
460
$319K 0.04%
3,034
-39
461
$316K 0.04%
40,573
+33
462
$313K 0.04%
2,726
+1
463
$312K 0.04%
19,362
-310
464
$310K 0.03%
+6,895
465
$310K 0.03%
6,268
-1,679
466
$310K 0.03%
6,791
+8
467
$309K 0.03%
+9,695
468
$308K 0.03%
4,362
+6
469
$303K 0.03%
6,920
+700
470
$303K 0.03%
3,820
+1,000
471
$299K 0.03%
4,708
-75
472
$296K 0.03%
5,536
-80
473
$295K 0.03%
+3,953
474
$290K 0.03%
24,034
475
$288K 0.03%
6,174
+16
17 18
19
20 21