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
$891M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.76M
3
+$5.48M
4
AAPL icon
Apple
AAPL
+$4.71M
5
JPM icon
JPMorgan Chase
JPM
+$4.59M

Top Sells

1
+$11.6M
2
+$2.88M
3
+$1.52M
4
DTE icon
DTE Energy
DTE
+$1.46M
5
OGS icon
ONE Gas
OGS
+$1.38M

Sector Composition

1 Technology 10.19%
2 Financials 7.81%
3 Healthcare 6.72%
4 Energy 6.32%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$213K 0.02%
+3,758
552
$212K 0.02%
1,243
+3
553
$212K 0.02%
+2,809
554
$210K 0.02%
3,371
+118
555
$210K 0.02%
11,780
556
$209K 0.02%
+5,751
557
$208K 0.02%
+7,170
558
$206K 0.02%
+3,738
559
$205K 0.02%
+3,163
560
$203K 0.02%
+4,717
561
$203K 0.02%
+3,344
562
$202K 0.02%
+2,781
563
$202K 0.02%
+3,415
564
$202K 0.02%
+6,155
565
$201K 0.02%
+2,408
566
$201K 0.02%
4,448
-917
567
$198K 0.02%
13,900
568
$193K 0.02%
18,209
-3,272
569
$191K 0.02%
34,416
570
$191K 0.02%
15,000
-3,500
571
$182K 0.02%
19,183
-2,614
572
$160K 0.02%
24,900
573
$154K 0.02%
23,510
-3,954
574
$152K 0.02%
+10,000
575
$151K 0.02%
32,969
-425
21 22
23
24 25