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
651
$199K 0.01%
10,845
-700
652
$191K 0.01%
11,357
+13
653
$190K 0.01%
32,100
654
$189K 0.01%
20,610
655
$184K 0.01%
16,388
656
$183K 0.01%
18,042
-1,227
657
$168K 0.01%
18,946
-4,106
658
$167K 0.01%
13,402
-2,440
659
$160K 0.01%
11,360
-70
660
$157K 0.01%
18,736
-1,499
661
$145K 0.01%
13,286
+141
662
$142K 0.01%
13,080
663
$142K 0.01%
11,686
-1,788
664
$137K 0.01%
10,700
-500
665
$132K 0.01%
14,892
-2,291
666
$131K 0.01%
+10,235
667
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13,232
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668
$124K 0.01%
14,175
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669
$118K 0.01%
+12,501
670
$110K 0.01%
18,943
-3,950
671
$97.4K 0.01%
10,748
-7,573
672
$97.1K 0.01%
13,000
-500
673
$76.4K 0.01%
14,436
674
$74.3K 0.01%
22,500
675
$68.4K ﹤0.01%
14,500
25 26
27
28 29