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
$745M
AUM Growth
-$87.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$4.84M
3
+$2.81M
4
TGT icon
Target
TGT
+$2.47M
5
XOM icon
Exxon Mobil
XOM
+$2.37M

Top Sells

1
+$7.68M
2
+$6.38M
3
+$2.82M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.74M
5
MRNA icon
Moderna
MRNA
+$2.34M

Sector Composition

1 Technology 9.7%
2 Financials 5.56%
3 Energy 5.36%
4 Healthcare 5.26%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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