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
$439M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.45M
3
+$3.45M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.02M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.12M

Top Sells

1
+$2.7M
2
+$2.18M
3
+$1.81M
4
FDS icon
Factset
FDS
+$1.42M
5
CPRT icon
Copart
CPRT
+$1.4M

Sector Composition

1 Technology 14.59%
2 Financials 7.06%
3 Consumer Discretionary 6.29%
4 Healthcare 5.12%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.92M 0.66%
20,662
+14,075
27
$2.84M 0.65%
31,033
+702
28
$2.7M 0.61%
7
+1
29
$2.55M 0.58%
33,776
-1,754
30
$2.46M 0.56%
10,081
+1,754
31
$2.39M 0.54%
25,702
+878
32
$2.38M 0.54%
42,575
+20,434
33
$2.32M 0.53%
21,322
+1,840
34
$2.22M 0.51%
27,058
-4,927
35
$2.22M 0.5%
47,561
-4,019
36
$2.18M 0.5%
5,824
+1,912
37
$2.14M 0.49%
62,878
+45,296
38
$2.14M 0.49%
96,980
+10,654
39
$2.12M 0.48%
11,486
-9,811
40
$2.12M 0.48%
26,781
+1,051
41
$2.12M 0.48%
7,657
+64
42
$2.04M 0.47%
28,388
+1,937
43
$2.03M 0.46%
19,881
-1,180
44
$2.02M 0.46%
10,625
+844
45
$1.95M 0.44%
9,218
-451
46
$1.92M 0.44%
28,730
+1,326
47
$1.9M 0.43%
14,846
-1,460
48
$1.89M 0.43%
6,205
+1,355
49
$1.88M 0.43%
11,203
+964
50
$1.87M 0.43%
77,073
+50,076
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