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
501
$282K 0.03%
6,707
+1,028
502
$281K 0.03%
+6,939
503
$281K 0.03%
62,100
+1,100
504
$280K 0.03%
3,690
-1,982
505
$279K 0.03%
3,026
-8
506
$277K 0.03%
4,097
-265
507
$277K 0.03%
3,650
-267
508
$277K 0.03%
+29,660
509
$275K 0.03%
14,685
+400
510
$274K 0.03%
11,590
511
$274K 0.03%
10,281
+1,406
512
$272K 0.03%
2,008
+103
513
$271K 0.03%
908
-826
514
$270K 0.03%
13,350
+600
515
$269K 0.03%
4,246
-462
516
$269K 0.03%
20,515
517
$265K 0.03%
8,277
518
$265K 0.03%
1,441
-7
519
$265K 0.03%
10,000
520
$264K 0.03%
8,939
521
$263K 0.03%
+1,815
522
$261K 0.03%
3,234
+5
523
$261K 0.03%
24,497
524
$256K 0.03%
5,866
525
$255K 0.03%
33,161
19 20
21
22 23