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
$290M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$925K
3
+$672K
4
NKE icon
Nike
NKE
+$629K
5
WMT icon
Walmart
WMT
+$507K

Top Sells

1
+$2.64M
2
+$1.8M
3
+$1.77M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.31M
5
COLM icon
Columbia Sportswear
COLM
+$1.13M

Sector Composition

1 Technology 11.2%
2 Healthcare 6.98%
3 Industrials 5.74%
4 Consumer Discretionary 5.05%
5 Financials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05M 0.71%
33,796
+2,176
27
$1.99M 0.68%
30,444
+329
28
$1.93M 0.67%
7,209
+104
29
$1.93M 0.66%
23,876
+226
30
$1.93M 0.66%
20,748
-1,453
31
$1.77M 0.61%
36,512
-37,232
32
$1.76M 0.61%
6,643
+13
33
$1.7M 0.59%
5
34
$1.66M 0.57%
15,414
+1,763
35
$1.66M 0.57%
7,215
+952
36
$1.64M 0.57%
19,219
+262
37
$1.64M 0.57%
12,425
+75
38
$1.63M 0.56%
11,233
+2,075
39
$1.61M 0.56%
14,093
+2,456
40
$1.52M 0.52%
7,221
+174
41
$1.51M 0.52%
51,286
+5,681
42
$1.51M 0.52%
12,539
+224
43
$1.46M 0.5%
8,559
+10
44
$1.45M 0.5%
26,806
+701
45
$1.45M 0.5%
36,546
+12,804
46
$1.42M 0.49%
8,744
+485
47
$1.42M 0.49%
9,714
+258
48
$1.4M 0.48%
11,195
-5
49
$1.39M 0.48%
23,263
+932
50
$1.38M 0.48%
21,388
+1,339
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2
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