NFG

Nations Financial Group Portfolio holdings

AUM $1.9B
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$4.03M
3
+$3.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M
5
TSM icon
TSMC
TSM
+$2.65M

Top Sells

1
+$5.44M
2
+$4.4M
3
+$3.73M
4
VAL icon
Valaris
VAL
+$2.88M
5
UNH icon
UnitedHealth
UNH
+$2.52M

Sector Composition

1 Technology 14.29%
2 Financials 8.33%
3 Communication Services 3.79%
4 Consumer Discretionary 3.65%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$455K 0.03%
40,130
-1,385
477
$455K 0.03%
+3,545
478
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2,428
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479
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8,458
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482
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10,029
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483
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-1,254
484
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485
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603
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486
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487
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29,741
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488
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30,249
-3,618
489
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490
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10,540
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495
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500
$404K 0.03%
21,048
+579
18 19
20
21 22