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
$891M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.76M
3
+$5.48M
4
AAPL icon
Apple
AAPL
+$4.71M
5
JPM icon
JPMorgan Chase
JPM
+$4.59M

Top Sells

1
+$11.6M
2
+$2.88M
3
+$1.52M
4
DTE icon
DTE Energy
DTE
+$1.46M
5
OGS icon
ONE Gas
OGS
+$1.38M

Sector Composition

1 Technology 10.19%
2 Financials 7.81%
3 Healthcare 6.72%
4 Energy 6.32%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.68M 0.64%
97,062
+3,767
27
$5.39M 0.61%
64,188
-3,811
28
$5.26M 0.59%
22,026
+10,071
29
$5.04M 0.57%
98,299
+1,828
30
$4.8M 0.54%
28,268
-4,304
31
$4.79M 0.54%
52,902
+91
32
$4.78M 0.54%
197,994
-651
33
$4.77M 0.54%
54,033
+19,759
34
$4.75M 0.53%
58,489
+24,587
35
$4.74M 0.53%
22,254
+1,467
36
$4.42M 0.5%
23,132
+3,840
37
$4.22M 0.47%
9,253
+2,576
38
$4.22M 0.47%
9
+1
39
$4.19M 0.47%
287,010
-10,400
40
$4.18M 0.47%
29,611
+539
41
$4.13M 0.46%
27,248
+10,156
42
$4.1M 0.46%
+16,531
43
$4.09M 0.46%
397,152
-9,892
44
$4.07M 0.46%
184,668
-4,430
45
$4M 0.45%
37,550
-3,149
46
$3.99M 0.45%
84,459
+30,366
47
$3.96M 0.44%
45,255
+2,398
48
$3.92M 0.44%
46,857
+31,010
49
$3.9M 0.44%
164,728
-829
50
$3.86M 0.43%
344,321
+49,340
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