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
$1.08B
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$3.56M
3
+$2.41M
4
TT icon
Trane Technologies
TT
+$1.8M
5
PEP icon
PepsiCo
PEP
+$1.7M

Top Sells

1
+$2.81M
2
+$2.53M
3
+$2.45M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$2.44M
5
LLY icon
Eli Lilly
LLY
+$2.1M

Sector Composition

1 Technology 13.04%
2 Financials 8.03%
3 Healthcare 5.05%
4 Energy 4.62%
5 Industrials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$253K 0.02%
3,239
+5
552
$253K 0.02%
5,575
-100
553
$251K 0.02%
2,716
-2,076
554
$248K 0.02%
46,999
+2,126
555
$248K 0.02%
7,401
+38
556
$247K 0.02%
3,524
-265
557
$246K 0.02%
6,967
-300
558
$245K 0.02%
2,193
559
$243K 0.02%
2,411
+40
560
$242K 0.02%
132,304
-12,475
561
$241K 0.02%
2,325
562
$238K 0.02%
+5,696
563
$236K 0.02%
6,309
-100
564
$236K 0.02%
+6,372
565
$234K 0.02%
5,586
566
$232K 0.02%
4,831
-26
567
$231K 0.02%
493
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568
$231K 0.02%
16,665
569
$229K 0.02%
+1,041
570
$229K 0.02%
12,635
-1,100
571
$228K 0.02%
1,650
-1,600
572
$227K 0.02%
4,855
+74
573
$223K 0.02%
2,375
574
$223K 0.02%
3,523
-1,234
575
$223K 0.02%
+1,620
21 22
23
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