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
576
$205K 0.02%
3,430
-6,993
577
$203K 0.02%
+4,240
578
$203K 0.02%
2,126
-9,563
579
$203K 0.02%
+5,991
580
$203K 0.02%
3,226
-512
581
$203K 0.02%
3,344
582
$202K 0.02%
4,108
-180
583
$201K 0.02%
34,416
584
$201K 0.02%
+3,950
585
$201K 0.02%
+4,200
586
$199K 0.02%
23,500
-1,400
587
$194K 0.02%
13,900
588
$189K 0.02%
16,756
-1,453
589
$184K 0.02%
15,000
590
$184K 0.02%
10,000
591
$147K 0.02%
31,989
-980
592
$146K 0.02%
13,872
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593
$138K 0.01%
10,600
594
$131K 0.01%
15,354
+1,504
595
$124K 0.01%
10,733
-1,883
596
$122K 0.01%
13,484
597
$121K 0.01%
14,460
598
$115K 0.01%
21,207
+39
599
$108K 0.01%
16,720
-300
600
$99.5K 0.01%
12,318
+1
22 23
24
25 26