NFG

Nations Financial Group Portfolio holdings

AUM $1.9B
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$4.03M
3
+$3.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M
5
TSM icon
TSMC
TSM
+$2.65M

Top Sells

1
+$5.44M
2
+$4.4M
3
+$3.73M
4
VAL icon
Valaris
VAL
+$2.88M
5
UNH icon
UnitedHealth
UNH
+$2.52M

Sector Composition

1 Technology 14.29%
2 Financials 8.33%
3 Communication Services 3.79%
4 Consumer Discretionary 3.65%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$498K 0.03%
9,574
+1,415
452
$496K 0.03%
13,128
+1,242
453
$495K 0.03%
8,757
+111
454
$495K 0.03%
16,925
455
$494K 0.03%
325
+7
456
$489K 0.03%
900
+12
457
$489K 0.03%
1,394
-6
458
$488K 0.03%
21,763
+20
459
$487K 0.03%
15,250
460
$485K 0.03%
2,032
+175
461
$483K 0.03%
17,265
462
$481K 0.03%
+3,616
463
$479K 0.03%
24,373
-530
464
$478K 0.03%
9,435
+27
465
$475K 0.03%
16,172
+373
466
$475K 0.03%
44,576
+1,510
467
$473K 0.03%
4,031
468
$473K 0.03%
11,978
469
$472K 0.03%
3,721
-252
470
$471K 0.03%
1,417
+1
471
$468K 0.03%
4,429
+71
472
$464K 0.03%
11,716
-7,142
473
$456K 0.03%
5,061
+194
474
$456K 0.03%
1,222
-29
475
$456K 0.03%
1,691
+34
17 18
19
20 21