NFG
Nations Financial Group Portfolio holdings
AUM
$1.45B
1-Year Return
25.8%
This Quarter Return
+2.53%
1 Year Return
+25.8%
3 Year Return
+79.97%
5 Year Return
+141.16%
10 Year Return
–
AUM
$1.22B
AUM Growth
+$37M
(+3.1%)
Cap. Flow
+$18.1M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
21.18%
Holding
662
New
41
Increased
301
Reduced
224
Closed
33
Top Buys
| 1 |
Netflix
NFLX
|
$2.48M |
| 2 |
Meta Platforms (Facebook)
META
|
$2.18M |
| 3 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
$1.7M |
| 4 |
AbbVie
ABBV
|
$1.53M |
| 5 |
Blackstone Mortgage Trust
BXMT
|
$1.42M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.63M |
| 2 |
Accenture
ACN
|
$2.22M |
| 3 |
CrowdStrike
CRWD
|
$1.63M |
| 4 |
NVIDIA
NVDA
|
$1.53M |
| 5 |
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% |
