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
$1.08B
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.56M
3
+$2.41M
4
TT icon
Trane Technologies
TT
+$1.8M
5
PEP icon
PepsiCo
PEP
+$1.7M

Top Sells

1
+$2.81M
2
+$2.53M
3
+$2.45M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$2.44M
5
LLY icon
Eli Lilly
LLY
+$2.1M

Sector Composition

1 Technology 13.04%
2 Financials 8.03%
3 Healthcare 5.05%
4 Energy 4.62%
5 Industrials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$356K 0.03%
+770
477
$353K 0.03%
5,801
-3
478
$353K 0.03%
7,499
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479
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480
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481
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46,239
-79,292
482
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658
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483
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485
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20,600
+1,500
486
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487
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488
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5,204
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489
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5,051
490
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491
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10,326
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493
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495
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497
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498
$324K 0.03%
11,242
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499
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5,221
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500
$323K 0.03%
6,091
+17
18 19
20
21 22