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
451
$428K 0.04%
22,337
+1,041
452
$426K 0.03%
+6,326
453
$421K 0.03%
9,682
+120
454
$421K 0.03%
8,169
+76
455
$420K 0.03%
4,194
+24
456
$420K 0.03%
+329
457
$417K 0.03%
33,784
458
$417K 0.03%
6,415
+215
459
$413K 0.03%
762
460
$413K 0.03%
1,104
461
$410K 0.03%
10,097
-1,387
462
$410K 0.03%
15,000
463
$406K 0.03%
2,932
+239
464
$404K 0.03%
1,469
-15
465
$404K 0.03%
19,834
-300
466
$404K 0.03%
2,943
-121
467
$403K 0.03%
21,125
468
$402K 0.03%
9,084
-1,066
469
$398K 0.03%
5,101
+50
470
$398K 0.03%
8,432
-150
471
$397K 0.03%
87,000
472
$396K 0.03%
5,055
-1,210
473
$395K 0.03%
714
-15
474
$395K 0.03%
5,644
-110
475
$393K 0.03%
7,411
+167
17 18
19
20 21