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
526
$309K 0.03%
8,551
-111
527
$307K 0.03%
+691
528
$307K 0.03%
24,505
-18,395
529
$307K 0.03%
53,155
+2,565
530
$306K 0.03%
+5,600
531
$305K 0.02%
3,399
532
$304K 0.02%
4,635
+150
533
$304K 0.02%
8,220
534
$303K 0.02%
22,430
535
$303K 0.02%
5,668
+442
536
$302K 0.02%
6,553
-1
537
$300K 0.02%
4,547
-2
538
$300K 0.02%
8,150
539
$297K 0.02%
5,799
+42
540
$296K 0.02%
28,695
-598
541
$296K 0.02%
1,121
+2
542
$291K 0.02%
6,451
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543
$289K 0.02%
7,114
544
$287K 0.02%
2,833
+20
545
$285K 0.02%
6,850
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546
$285K 0.02%
11,232
-51,760
547
$282K 0.02%
13,350
548
$282K 0.02%
16,221
+4,612
549
$280K 0.02%
12,519
+46
550
$279K 0.02%
7,719
20 21
22
23 24