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
$1.45B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$4.03M
3
+$3.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M
5
TSM icon
TSMC
TSM
+$2.65M

Top Sells

1
+$5.44M
2
+$4.4M
3
+$3.73M
4
VAL icon
Valaris
VAL
+$2.88M
5
UNH icon
UnitedHealth
UNH
+$2.52M

Sector Composition

1 Technology 14.29%
2 Financials 8.33%
3 Communication Services 3.79%
4 Consumer Discretionary 3.65%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$221K 0.02%
5,944
-400
627
$221K 0.02%
+3,495
628
$220K 0.02%
9,174
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629
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630
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$218K 0.02%
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632
$215K 0.01%
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633
$214K 0.01%
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-30
634
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+4,615
635
$212K 0.01%
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636
$212K 0.01%
5,525
637
$211K 0.01%
2,487
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638
$210K 0.01%
2,983
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639
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640
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641
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642
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644
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648
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649
$201K 0.01%
7,581
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650
$200K 0.01%
+3,129
24 25
26
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