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
526
$254K 0.03%
24,500
527
$254K 0.03%
+14,806
528
$253K 0.03%
5,372
+924
529
$251K 0.03%
5,355
+670
530
$246K 0.03%
+10,430
531
$244K 0.03%
4,286
+178
532
$241K 0.03%
3,994
+235
533
$240K 0.03%
+5,309
534
$239K 0.03%
5,875
+124
535
$239K 0.03%
6,476
-4,583
536
$238K 0.03%
2,173
-28
537
$237K 0.02%
17,666
+1,106
538
$233K 0.02%
2,330
-12
539
$233K 0.02%
1,245
+2
540
$231K 0.02%
3,439
541
$229K 0.02%
6,685
+343
542
$228K 0.02%
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543
$227K 0.02%
2,438
-67
544
$227K 0.02%
+3,873
545
$227K 0.02%
21,751
-201,054
546
$225K 0.02%
9,065
547
$224K 0.02%
3,758
548
$223K 0.02%
4,130
-532
549
$222K 0.02%
+8,575
550
$222K 0.02%
5,934
-122
20 21
22
23 24