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
$1.22B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.18M
3
+$1.7M
4
ABBV icon
AbbVie
ABBV
+$1.53M
5
BXMT icon
Blackstone Mortgage Trust
BXMT
+$1.42M

Top Sells

1
+$3.63M
2
+$2.22M
3
+$1.63M
4
NVDA icon
NVIDIA
NVDA
+$1.53M
5
NUE icon
Nucor
NUE
+$1.52M

Sector Composition

1 Technology 14.55%
2 Financials 8.23%
3 Healthcare 5.23%
4 Energy 4.39%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$276K 0.02%
4,434
+148
552
$275K 0.02%
3,400
-2,800
553
$272K 0.02%
5,381
-5,002
554
$270K 0.02%
1,194
-93
555
$265K 0.02%
7,477
556
$264K 0.02%
10,686
-4,641
557
$264K 0.02%
10,500
558
$259K 0.02%
3,171
-935
559
$259K 0.02%
+9,446
560
$259K 0.02%
10,922
561
$257K 0.02%
5,711
+7
562
$256K 0.02%
996
-47
563
$254K 0.02%
5,942
+60
564
$254K 0.02%
+6,117
565
$253K 0.02%
972
566
$253K 0.02%
32,472
-1
567
$251K 0.02%
4,649
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568
$250K 0.02%
6,055
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569
$249K 0.02%
+11,978
570
$249K 0.02%
5,478
571
$249K 0.02%
+2,924
572
$244K 0.02%
2,657
+282
573
$243K 0.02%
11,945
-390
574
$240K 0.02%
7,773
-144
575
$240K 0.02%
1,650
21 22
23
24 25