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
+$2.29M
2
+$2.1M
3
+$1.72M
4
ABBV icon
AbbVie
ABBV
+$1.48M
5
BXMT icon
Blackstone Mortgage Trust
BXMT
+$1.47M

Top Sells

1
+$3.49M
2
+$2.24M
3
+$1.67M
4
CRWD icon
CrowdStrike
CRWD
+$1.42M
5
NVDA icon
NVIDIA
NVDA
+$1.25M

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
– –
-14,923
632
– –
-5,341
633
– –
-13,686
634
– –
-7,045
635
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-3,311
636
– –
-9,140
637
– –
-28,072
638
– –
-21,870
639
– –
-12,500
640
– –
-10,507
641
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-2,247
642
– –
-3,375
643
– –
-457
644
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-5,554
645
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-8,625
646
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-2,850
647
– –
-9,778
648
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-6,960
649
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-15,374
650
– –
-1,767
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