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
$833M
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1 +$8.85M
2 +$5.71M
3 +$4.64M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.64M
5
SLV icon
iShares Silver Trust
SLV
+$4.27M

Top Sells

1 +$6.04M
2 +$5.75M
3 +$3.57M
4
MOH icon
Molina Healthcare
MOH
+$2.41M
5
MSFT icon
Microsoft
MSFT
+$2.18M

Sector Composition

1 Technology 10.55%
2 Financials 7.2%
3 Healthcare 5.46%
4 Consumer Discretionary 3.99%
5 Industrials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-2,651
552
-3,200
553
-16,239
554
-809
555
-3,560
556
-2,050
557
-1,631
558
-1,801
559
-17,718
560
-4,540
561
-803
562
-8,373
563
-9,584
564
-7,586
565
-33,232
566
-13,108
567
-5,025
568
-7,352
569
-9,988
570
-14,613