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
$953M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.37M
3
+$2.24M
4
NVO icon
Novo Nordisk
NVO
+$2.17M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.96M

Top Sells

1
+$2.73M
2
+$2.63M
3
+$2.5M
4
PBR icon
Petrobras
PBR
+$2.1M
5
ADM icon
Archer Daniels Midland
ADM
+$1.99M

Sector Composition

1 Technology 12.55%
2 Financials 6.84%
3 Healthcare 5.74%
4 Energy 5.31%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.26M 0.66%
138,544
-245
27
$5.9M 0.62%
38,049
+1,769
28
$5.81M 0.61%
56,008
+1,975
29
$5.43M 0.57%
66,140
+7,651
30
$5.34M 0.56%
26,140
+3,008
31
$5.25M 0.55%
202,586
+4,592
32
$5.23M 0.55%
28,545
+277
33
$4.97M 0.52%
10,012
+759
34
$4.96M 0.52%
23,380
+4,869
35
$4.89M 0.51%
21,955
-71
36
$4.81M 0.5%
51,850
-1,052
37
$4.68M 0.49%
28,662
-16,109
38
$4.5M 0.47%
9,524
-1,779
39
$4.42M 0.46%
22,414
+7,807
40
$4.41M 0.46%
30,491
+880
41
$4.31M 0.45%
15,072
+676
42
$4.21M 0.44%
85,722
+1,263
43
$4.19M 0.44%
189,643
+4,975
44
$4.19M 0.44%
9
45
$4.19M 0.44%
28,165
+917
46
$4.18M 0.44%
170,416
+5,688
47
$3.98M 0.42%
36,107
-1,443
48
$3.97M 0.42%
51,539
+4,682
49
$3.83M 0.4%
307,302
+1,640
50
$3.8M 0.4%
93,095
-5,204
1
2
3 4 5