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
$1.22B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.18M
3
+$1.7M
4
ABBV icon
AbbVie
ABBV
+$1.53M
5
BXMT icon
Blackstone Mortgage Trust
BXMT
+$1.42M

Top Sells

1
+$3.63M
2
+$2.22M
3
+$1.63M
4
NVDA icon
NVIDIA
NVDA
+$1.53M
5
NUE icon
Nucor
NUE
+$1.52M

Sector Composition

1 Technology 14.55%
2 Financials 8.23%
3 Healthcare 5.23%
4 Energy 4.39%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.77M 0.72%
33,425
+498
27
$7.89M 0.64%
180,361
-4,650
28
$7.09M 0.58%
12,948
+1,489
29
$6.82M 0.56%
158,369
+13,967
30
$6.73M 0.55%
136,089
+11
31
$6.62M 0.54%
30,795
+928
32
$6.58M 0.54%
116,100
+4,904
33
$6.37M 0.52%
514,834
+14,039
34
$6.36M 0.52%
219,455
+5,458
35
$6.27M 0.51%
360,074
+81,233
36
$6.18M 0.5%
115,401
+3,249
37
$6.13M 0.5%
37,343
+575
38
$6.02M 0.49%
110,402
+16,897
39
$5.92M 0.48%
41,951
+2,033
40
$5.85M 0.48%
134,318
+9,151
41
$5.8M 0.47%
11,390
+45
42
$5.62M 0.46%
6,814
-212
43
$5.6M 0.46%
45,272
+944
44
$5.57M 0.45%
6,153
+31
45
$5.57M 0.45%
209,536
+1,388
46
$5.51M 0.45%
9
47
$5.44M 0.44%
22,802
+629
48
$5.32M 0.43%
59,903
+1,481
49
$5.25M 0.43%
33,579
+1,397
50
$5.19M 0.42%
43,690
-2,831
1
2
3 4 5