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
476
$288K 0.03%
+11,223
477
$286K 0.03%
11,775
-500
478
$285K 0.03%
891
479
$284K 0.03%
38,761
+6,156
480
$283K 0.03%
3,002
+100
481
$283K 0.03%
14,285
-800
482
$281K 0.03%
7,287
-823
483
$281K 0.03%
7,125
+40
484
$280K 0.03%
7,275
-2,363
485
$280K 0.03%
5,866
486
$279K 0.03%
3,917
-345
487
$276K 0.03%
9,300
488
$274K 0.03%
24,538
+1,400
489
$271K 0.03%
4,185
-4,535
490
$270K 0.03%
+1,720
491
$268K 0.03%
61,000
+10,000
492
$268K 0.03%
2,505
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493
$267K 0.03%
4,477
494
$266K 0.03%
11,590
495
$266K 0.03%
2,312
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496
$264K 0.03%
7,121
-6,108
497
$264K 0.03%
+1,686
498
$263K 0.03%
4,379
-282
499
$261K 0.03%
+4,998
500
$261K 0.03%
17,229
-1,696
18 19
20
21 22