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
576
$240K 0.02%
2,345
-1,766
577
$239K 0.02%
4,917
-49
578
$239K 0.02%
5,110
+300
579
$237K 0.02%
3,344
580
$237K 0.02%
2,265
581
$236K 0.02%
+4,236
582
$232K 0.02%
20,000
583
$231K 0.02%
6,188
-109
584
$231K 0.02%
+11,469
585
$230K 0.02%
5,493
586
$229K 0.02%
3,856
-2,258
587
$229K 0.02%
+2,970
588
$228K 0.02%
9,032
589
$226K 0.02%
4,532
-62
590
$223K 0.02%
8,300
+250
591
$221K 0.02%
21,500
592
$219K 0.02%
5,398
-122
593
$219K 0.02%
+2,574
594
$217K 0.02%
+2,894
595
$216K 0.02%
10,260
-11,791
596
$216K 0.02%
2,743
-30
597
$216K 0.02%
21,720
+6,120
598
$215K 0.02%
23,362
599
$214K 0.02%
+2,962
600
$211K 0.02%
14,500
-1,165
22 23
24
25 26