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
451
$352K 0.04%
+8,917
452
$351K 0.04%
5,898
-717
453
$350K 0.04%
2,467
+155
454
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4,296
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455
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+9,273
456
$346K 0.04%
3,589
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457
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894
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458
$343K 0.04%
2,423
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459
$341K 0.04%
223
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460
$337K 0.04%
19,362
461
$336K 0.04%
5,015
-976
462
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463
$334K 0.04%
10,703
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464
$332K 0.03%
7,302
+1,665
465
$331K 0.03%
7,035
+140
466
$330K 0.03%
4,602
+1,048
467
$328K 0.03%
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468
$328K 0.03%
5,156
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469
$325K 0.03%
27,276
-1,994
470
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3,820
471
$318K 0.03%
6,795
+4
472
$316K 0.03%
5,548
+12
473
$314K 0.03%
1,230
474
$313K 0.03%
11,475
-300
475
$313K 0.03%
4,811
+334
17 18
19
20 21