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
$891M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1 +$7.65M
2 +$5.76M
3 +$5.48M
4
AAPL icon
Apple
AAPL
+$4.71M
5
JPM icon
JPMorgan Chase
JPM
+$4.59M

Top Sells

1 +$11.6M
2 +$2.88M
3 +$1.52M
4
DTE icon
DTE Energy
DTE
+$1.46M
5
OGS icon
ONE Gas
OGS
+$1.38M

Sector Composition

1 Technology 10.19%
2 Financials 7.81%
3 Healthcare 6.72%
4 Energy 6.32%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
-6,172
627
-10,063
628
-4,218