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
501
$260K 0.03%
3,620
-143
502
$260K 0.03%
20,515
+3,771
503
$259K 0.03%
8,305
-1,536
504
$259K 0.03%
24,497
+7,147
505
$257K 0.03%
6,753
+230
506
$257K 0.03%
+5,637
507
$256K 0.03%
+7,672
508
$254K 0.03%
6,342
-655
509
$253K 0.03%
8,939
-600
510
$253K 0.03%
8,277
511
$251K 0.03%
5,036
+340
512
$250K 0.03%
24,500
+10,000
513
$250K 0.03%
10,000
514
$250K 0.03%
6,056
+880
515
$250K 0.03%
12,750
+200
516
$249K 0.03%
53,771
-971
517
$249K 0.03%
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518
$249K 0.03%
33,161
-4,000
519
$249K 0.03%
5,402
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520
$246K 0.03%
1,905
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521
$243K 0.03%
3,158
522
$242K 0.03%
3,229
-36
523
$239K 0.03%
10,640
-475
524
$237K 0.03%
4,662
525
$234K 0.03%
1,448
19 20
21
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