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
$745M
AUM Growth
-$87.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
572
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$4.09M
3
+$2.64M
4
SAVE
Spirit Airlines, Inc.
SAVE
+$2.29M
5
XOM icon
Exxon Mobil
XOM
+$2.25M

Top Sells

1
+$7.68M
2
+$5.99M
3
+$2.68M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.52M
5
MRNA icon
Moderna
MRNA
+$2.34M

Sector Composition

1 Technology 9.7%
2 Financials 5.54%
3 Energy 5.36%
4 Healthcare 5.26%
5 Consumer Staples 4%
Name Market Value Portfolio Weight Shares or Principal Change
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