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
$953M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.37M
3
+$2.24M
4
NVO icon
Novo Nordisk
NVO
+$2.17M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.96M

Top Sells

1
+$2.73M
2
+$2.63M
3
+$2.5M
4
PBR icon
Petrobras
PBR
+$2.1M
5
ADM icon
Archer Daniels Midland
ADM
+$1.99M

Sector Composition

1 Technology 12.55%
2 Financials 6.84%
3 Healthcare 5.74%
4 Energy 5.31%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$222K 0.02%
8,066
+11
552
$221K 0.02%
5,011
-624
553
$220K 0.02%
25,664
+720
554
$220K 0.02%
+5,579
555
$218K 0.02%
2,305
-86
556
$218K 0.02%
11,780
557
$218K 0.02%
4,684
-718
558
$217K 0.02%
+4,075
559
$217K 0.02%
7,170
560
$216K 0.02%
7,125
561
$215K 0.02%
+3,730
562
$212K 0.02%
2,809
563
$211K 0.02%
+1,868
564
$211K 0.02%
20,000
565
$211K 0.02%
2,858
+77
566
$210K 0.02%
+2,561
567
$209K 0.02%
+6,960
568
$209K 0.02%
2,343
-65
569
$209K 0.02%
+1,687
570
$208K 0.02%
4,565
-303
571
$207K 0.02%
+706
572
$207K 0.02%
6,150
-6,359
573
$207K 0.02%
+1,240
574
$205K 0.02%
23,439
-71
575
$205K 0.02%
+7,020
21 22
23
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