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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
$1.45B
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
676
$51.8K ﹤0.01%
13,632
-6,317
677
$32.1K ﹤0.01%
13,500
+1,500
678
$27K ﹤0.01%
18,145
679
– –
-500
680
– –
-9,775
681
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-4,943
682
– –
-4,541
683
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-25,900
684
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-153
685
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-6,215
686
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687
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-3,045
688
– –
-14,227
689
– –
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690
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-22,500
691
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692
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-10,138
693
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694
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695
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696
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697
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698
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-7,563
699
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-15,020
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