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
$1.22B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.18M
3
+$1.7M
4
ABBV icon
AbbVie
ABBV
+$1.53M
5
BXMT icon
Blackstone Mortgage Trust
BXMT
+$1.42M

Top Sells

1
+$3.63M
2
+$2.22M
3
+$1.63M
4
NVDA icon
NVIDIA
NVDA
+$1.53M
5
NUE icon
Nucor
NUE
+$1.52M

Sector Composition

1 Technology 14.55%
2 Financials 8.23%
3 Healthcare 5.23%
4 Energy 4.39%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$393K 0.03%
3,621
-49
477
$390K 0.03%
7,382
+8
478
$390K 0.03%
8,710
-7,626
479
$387K 0.03%
5,634
+559
480
$381K 0.03%
16,938
-44,886
481
$380K 0.03%
8,316
+8
482
$380K 0.03%
+12,800
483
$379K 0.03%
3,790
484
$377K 0.03%
6,244
+1,978
485
$373K 0.03%
824
-31
486
$373K 0.03%
15,210
-5
487
$372K 0.03%
1,767
+234
488
$371K 0.03%
3,722
-513
489
$367K 0.03%
1,831
+1
490
$365K 0.03%
11,084
+2,359
491
$363K 0.03%
+3,073
492
$363K 0.03%
14,530
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493
$362K 0.03%
21,487
494
$360K 0.03%
9,872
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495
$358K 0.03%
3,778
-1,848
496
$355K 0.03%
11,458
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497
$353K 0.03%
3,055
+393
498
$350K 0.03%
+11,895
499
$350K 0.03%
+2,634
500
$347K 0.03%
3,570
+70
18 19
20
21 22