NFG

Nations Financial Group Portfolio holdings

AUM $1.9B
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$993M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$2.39M
3
+$2.11M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$1.91M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.57M

Top Sells

1
+$9.13M
2
+$2.52M
3
+$2.39M
4
MRK icon
Merck
MRK
+$2.07M
5
CCJ icon
Cameco
CCJ
+$1.86M

Sector Composition

1 Technology 12.77%
2 Financials 7.91%
3 Healthcare 5.5%
4 Energy 5.38%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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