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
501
$402K 0.03%
17,649
-2,185
502
$401K 0.03%
9,517
-76,632
503
$398K 0.03%
9,806
+608
504
$391K 0.03%
+9,472
505
$391K 0.03%
50,811
-1,332
506
$388K 0.03%
2,129
507
$387K 0.03%
3,073
-156
508
$378K 0.03%
14,884
509
$378K 0.03%
9,990
+2,525
510
$377K 0.03%
73,600
511
$372K 0.03%
2,740
+3
512
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+3,692
513
$371K 0.03%
19,725
514
$371K 0.03%
6,148
+929
515
$369K 0.03%
10,157
-24
516
$368K 0.03%
3,204
-49
517
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11,833
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518
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16,800
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519
$363K 0.03%
8,970
520
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+7,294
521
$362K 0.02%
27,337
+326
522
$360K 0.02%
5,158
523
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1,183
+57
524
$360K 0.02%
16,502
+6,945
525
$357K 0.02%
8,732
+772
19 20
21
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