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
601
$209K 0.02%
5,175
-110
602
$209K 0.02%
6,001
+191
603
$208K 0.02%
+2,560
604
$208K 0.02%
14,340
+700
605
$205K 0.02%
+884
606
$203K 0.02%
4,137
-300
607
$201K 0.02%
24,552
-3,000
608
$200K 0.02%
6,496
-95
609
$185K 0.02%
15,833
+3
610
$176K 0.01%
20,377
-1,731
611
$166K 0.01%
11,700
-300
612
$160K 0.01%
13,474
613
$144K 0.01%
17,179
+1
614
$141K 0.01%
128,467
-137
615
$126K 0.01%
22,648
+73
616
$121K 0.01%
16,266
+38
617
$98.2K 0.01%
10,000
618
$90.3K 0.01%
20,949
619
$76.3K 0.01%
17,059
-50,000
620
$74.3K 0.01%
14,739
-1,396
621
$74K 0.01%
+40,000
622
$68.6K 0.01%
10,084
+10
623
$51.3K ﹤0.01%
+15,000
624
$49.7K ﹤0.01%
22,500
+7,500
625
$35.4K ﹤0.01%
11,500
23 24
25
26 27