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
$745M
AUM Growth
-$87.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$4.09M
3
+$2.64M
4
SAVE
Spirit Airlines, Inc.
SAVE
+$2.29M
5
XOM icon
Exxon Mobil
XOM
+$2.25M

Top Sells

1
+$7.68M
2
+$5.99M
3
+$2.68M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.52M
5
MRNA icon
Moderna
MRNA
+$2.34M

Sector Composition

1 Technology 9.7%
2 Financials 5.54%
3 Energy 5.36%
4 Healthcare 5.26%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$212K 0.03%
5,841
-70
477
$211K 0.03%
+7,425
478
$211K 0.03%
5,043
-243
479
$211K 0.03%
3,126
+345
480
$210K 0.03%
+10,200
481
$208K 0.03%
+1,589
482
$208K 0.03%
4,514
+535
483
$207K 0.03%
16,744
484
$206K 0.03%
929
+27
485
$206K 0.03%
3,147
+50
486
$206K 0.03%
1,809
+109
487
$205K 0.03%
+1,958
488
$205K 0.03%
6,244
-909
489
$204K 0.03%
429
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490
$204K 0.03%
6,150
491
$204K 0.03%
22,450
-3,200
492
$204K 0.03%
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493
$203K 0.03%
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494
$203K 0.03%
+3,988
495
$203K 0.03%
3,749
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496
$203K 0.03%
5,235
497
$202K 0.03%
+2,380
498
$202K 0.03%
7,709
+207
499
$201K 0.03%
2,674
+97
500
$201K 0.03%
+7,415
18 19
20
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