NFG
Nations Financial Group Portfolio holdings
AUM
$1.45B
This Quarter Return
+7.09%
1 Year Return
+25.8%
3 Year Return
+79.97%
5 Year Return
+141.16%
10 Year Return
–
AUM
$1.38B
AUM Growth
+$1.38B
(+13%)
Cap. Flow
+$96.4M
Cap. Flow
% of AUM
7%
Top 10 Holdings %
Top 10 Hldgs %
19.94%
Holding
698
New
69
Increased
383
Reduced
168
Closed
27
Top Buys
| 1 |
Broadcom
AVGO
|
$10.9M |
| 2 |
Strategy Inc Common Stock Class A
MSTR
|
$3.91M |
| 3 |
Cintas
CTAS
|
$3.81M |
| 4 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$3.61M |
| 5 |
US Treasury 12 Month Bill ETF
OBIL
|
$3.52M |
Top Sells
Sector Composition
| 1 | Technology | 13.83% |
| 2 | Financials | 8.24% |
| 3 | Healthcare | 5.25% |
| 4 | Energy | 4.43% |
| 5 | Consumer Discretionary | 4.3% |
