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
476
$308K 0.03%
6,174
477
$308K 0.03%
32,246
-370
478
$307K 0.03%
3,074
+72
479
$304K 0.03%
3,978
-1,020
480
$303K 0.03%
15,656
-1,573
481
$302K 0.03%
8,104
+432
482
$299K 0.03%
5,157
-143
483
$299K 0.03%
9,300
484
$299K 0.03%
7,399
-906
485
$298K 0.03%
14,345
-3,069
486
$298K 0.03%
6,002
-266
487
$297K 0.03%
6,858
-263
488
$297K 0.03%
+1,425
489
$296K 0.03%
3,211
-667
490
$295K 0.03%
3,833
-120
491
$294K 0.03%
2,141
-20
492
$294K 0.03%
11,056
-167
493
$293K 0.03%
24,034
494
$292K 0.03%
4,379
495
$291K 0.03%
1,289
-209
496
$291K 0.03%
4,626
-12,917
497
$289K 0.03%
41,539
+2,778
498
$287K 0.03%
6,362
+1,006
499
$287K 0.03%
18,987
-196
500
$283K 0.03%
+9,305
18 19
20
21 22