NFG

Nations Financial Group Portfolio holdings

AUM $1.9B
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$4.03M
3
+$3.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M
5
TSM icon
TSMC
TSM
+$2.65M

Top Sells

1
+$5.44M
2
+$4.4M
3
+$3.73M
4
VAL icon
Valaris
VAL
+$2.88M
5
UNH icon
UnitedHealth
UNH
+$2.52M

Sector Composition

1 Technology 14.29%
2 Financials 8.33%
3 Communication Services 3.79%
4 Consumer Discretionary 3.65%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.77M 0.67%
79,050
-465
27
$9.66M 0.66%
88,421
+3,411
28
$9.64M 0.66%
244,142
+10,536
29
$9.06M 0.62%
112,897
+3,960
30
$9.05M 0.62%
233,225
+214,032
31
$9.03M 0.62%
51,109
-167
32
$8.57M 0.59%
79,505
-41,161
33
$8.42M 0.58%
238,766
+230
34
$8.02M 0.55%
11
35
$7.99M 0.55%
95,735
+3,332
36
$7.93M 0.55%
168,603
+20,041
37
$7.9M 0.54%
19,542
-14,943
38
$7.86M 0.54%
253,443
+4,057
39
$7.43M 0.51%
227,510
+124,234
40
$7.27M 0.5%
35,541
+1,794
41
$7.23M 0.5%
126,856
-4,353
42
$6.88M 0.47%
140,734
-4,327
43
$6.78M 0.47%
31,006
+314
44
$6.75M 0.46%
98,921
+11,752
45
$6.72M 0.46%
518,062
+7,000
46
$6.7M 0.46%
50,020
+9,840
47
$6.45M 0.44%
65,973
+473
48
$6.43M 0.44%
47,633
+972
49
$6.42M 0.44%
20,808
-458
50
$6.27M 0.43%
190,950
+6,305
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2
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