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
$1.19B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.43M
3
+$2.34M
4
ULTA icon
Ulta Beauty
ULTA
+$1.79M
5
CRWD icon
CrowdStrike
CRWD
+$1.59M

Top Sells

1
+$2.4M
2
+$2.14M
3
+$1.96M
4
SCHW icon
Charles Schwab
SCHW
+$1.95M
5
PEP icon
PepsiCo
PEP
+$1.76M

Sector Composition

1 Technology 13.43%
2 Financials 8.44%
3 Healthcare 5.08%
4 Energy 4.56%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-3,540
652
– –
-7,695
653
– –
-8,600
654
– –
-7,046
655
– –
-6,256
656
– –
-1,000
657
– –
-3,600
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