NFG

Nations Financial Group Portfolio holdings

AUM $1.94B
1-Year Est. Return 25.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.81%
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
651
– –
-2,850
652
– –
-9,778
653
– –
-6,960
654
– –
-16,993
655
– –
-15,374
656
– –
-1,767
657
– –
-4,129
658
– –
-4,890
659
– –
-22,833
660
– –
-11,138
661
– –
-6,565
662
– –
-2,555
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