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
526
$233K 0.03%
+3,554
527
$232K 0.03%
2,201
-65
528
$232K 0.03%
5,679
-91
529
$231K 0.03%
8,875
-9,254
530
$229K 0.03%
+4,288
531
$228K 0.03%
2,161
-2,249
532
$225K 0.03%
+7,383
533
$225K 0.03%
24,944
+11,525
534
$223K 0.03%
+4,868
535
$222K 0.02%
+2,391
536
$222K 0.02%
+4,781
537
$221K 0.02%
3,439
-800
538
$221K 0.02%
3,759
+17
539
$220K 0.02%
9,065
+50
540
$220K 0.02%
5,635
-528
541
$219K 0.02%
2,342
+1
542
$219K 0.02%
+8,055
543
$219K 0.02%
+4,108
544
$217K 0.02%
1,597
-30
545
$217K 0.02%
4,685
546
$217K 0.02%
3,588
-930
547
$216K 0.02%
+20,000
548
$215K 0.02%
16,560
+1,196
549
$215K 0.02%
+7,655
550
$213K 0.02%
7,106
20 21
22
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