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
501
$346K 0.03%
7,542
+27
502
$346K 0.03%
+5,882
503
$342K 0.03%
37,791
504
$342K 0.03%
5,221
+9
505
$337K 0.03%
2,224
+20
506
$335K 0.03%
10,000
507
$330K 0.03%
+4,394
508
$329K 0.03%
12,479
+1,587
509
$324K 0.03%
5,374
-3,719
510
$323K 0.03%
9,104
-605
511
$322K 0.03%
11,084
+93
512
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10,012
+76
513
$322K 0.03%
2,533
+142
514
$322K 0.03%
+9,277
515
$321K 0.03%
8,062
516
$321K 0.03%
2,018
-467
517
$321K 0.03%
14,122
+23
518
$320K 0.03%
5,100
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519
$318K 0.03%
3,600
+34
520
$317K 0.03%
1,228
-4,856
521
$317K 0.03%
9,032
522
$313K 0.03%
+17,648
523
$310K 0.03%
+24,436
524
$310K 0.03%
7,453
-4,836
525
$309K 0.03%
5,591
19 20
21
22 23