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
$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 8.26%
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
626
$30.2K ﹤0.01%
636
+125
627
$25.9K ﹤0.01%
+11,098
628
$17.4K ﹤0.01%
500
629
$5.11K ﹤0.01%
14,250
630
– –
-750
631
– –
-5,076
632
– –
-2,555
633
– –
-6,565
634
– –
-11,138
635
– –
-22,833
636
– –
-6,000
637
– –
-4,890
638
– –
-4,129
639
– –
-1,767
640
– –
-15,374
641
– –
-16,993
642
– –
-6,960
643
– –
-9,778
644
– –
-2,850
645
– –
-8,625
646
– –
-5,554
647
– –
-457
648
– –
-3,375
649
– –
-2,247
650
– –
-7,537
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