NFG

Nations Financial Group Portfolio holdings

AUM $1.45B
1-Year Est. Return 25.8%
This Quarter Est. Return
1 Year Est. Return
+25.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$86.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
653
New
Increased
Reduced
Closed

Top Buys

1 +$3.84M
2 +$3.56M
3 +$2.41M
4
TT icon
Trane Technologies
TT
+$1.8M
5
PEP icon
PepsiCo
PEP
+$1.7M

Top Sells

1 +$2.81M
2 +$2.53M
3 +$2.45M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$2.44M
5
LLY icon
Eli Lilly
LLY
+$2.1M

Sector Composition

1 Technology 13.04%
2 Financials 8.03%
3 Healthcare 5.05%
4 Energy 4.62%
5 Industrials 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
-16,796
652
-6,849