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
601
$92.9K 0.01%
17,486
+8
602
$90.5K 0.01%
10,321
-100
603
$86K 0.01%
23,364
604
$71.6K 0.01%
+11,000
605
$66.5K 0.01%
+10,718
606
$50.1K 0.01%
18,359
607
$49.5K 0.01%
11,500
-1,500
608
$48.5K 0.01%
11,781
+2
609
$26.7K ﹤0.01%
383
610
$22.8K ﹤0.01%
765
611
$22.6K ﹤0.01%
+12,000
612
$20.1K ﹤0.01%
+11,442
613
$13.1K ﹤0.01%
12,000
614
$12.9K ﹤0.01%
1,633
+200
615
$12.8K ﹤0.01%
+10,000
616
– –
-6,582
617
– –
-3,158
618
– –
-28,360
619
– –
-52,116
620
– –
-2,972
621
– –
-35,089
622
– –
-34,238
623
– –
-9,206
624
– –
-5,036
625
– –
-6,155
22 23 24
25
26