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
$322M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.33M
3
+$1.39M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.32M
5
MCHP icon
Microchip Technology
MCHP
+$1.11M

Top Sells

1
+$2.66M
2
+$1.41M
3
+$1.3M
4
KEYS icon
Keysight
KEYS
+$1.01M
5
EV
Eaton Vance Corp.
EV
+$860K

Sector Composition

1 Technology 14.56%
2 Healthcare 6.16%
3 Financials 5.82%
4 Consumer Discretionary 4.89%
5 Industrials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 0.78%
30,455
+2,418
27
$2.43M 0.75%
7,256
-69
28
$2.43M 0.75%
21,579
+2,864
29
$2.33M 0.72%
30,877
-899
30
$2.32M 0.72%
104,361
-382
31
$2.29M 0.71%
33,008
+24
32
$2.29M 0.71%
45,127
-9,382
33
$2.28M 0.71%
39,431
-2,284
34
$2.17M 0.67%
8,633
-748
35
$1.98M 0.61%
11,957
-99
36
$1.96M 0.61%
17,625
+972
37
$1.79M 0.55%
30,936
-2,696
38
$1.75M 0.54%
7,249
+120
39
$1.71M 0.53%
15,134
+102
40
$1.7M 0.53%
25,006
+341
41
$1.7M 0.53%
8,166
-533
42
$1.7M 0.53%
36,486
+1,110
43
$1.68M 0.52%
4,998
-7,906
44
$1.67M 0.52%
27,743
+20
45
$1.66M 0.51%
7,330
+120
46
$1.63M 0.51%
11,745
+391
47
$1.58M 0.49%
9,532
+234
48
$1.54M 0.48%
13,825
+314
49
$1.53M 0.47%
3,119
-59
50
$1.44M 0.45%
9,684
-39
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2
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