NFG
Nations Financial Group Portfolio holdings
AUM
$1.45B
This Quarter Return
-2.06%
1 Year Return
+25.8%
3 Year Return
+79.97%
5 Year Return
+141.16%
10 Year Return
–
AUM
$993M
AUM Growth
-$24.7M
(-2.4%)
Cap. Flow
+$5.12M
Cap. Flow
% of AUM
0.52%
Top 10 Holdings %
Top 10 Hldgs %
20.85%
Holding
650
New
36
Increased
292
Reduced
232
Closed
37
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$9.13M |
| 2 |
FT Vest Fund of Deep Buffer ETFs
BUFD
|
$2.52M |
| 3 |
Advanced Micro Devices
AMD
|
$2.39M |
| 4 |
Merck
MRK
|
$2.07M |
| 5 |
Cameco
CCJ
|
$1.86M |
Sector Composition
| 1 | Technology | 12.77% |
| 2 | Financials | 7.88% |
| 3 | Healthcare | 5.5% |
| 4 | Energy | 5.38% |
| 5 | Consumer Discretionary | 4.14% |
