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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
$1.37B
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$7.71M
3
+$7.27M
4
FFLC icon
Fidelity Fundamental Large Cap Core ETF
FFLC
+$6.24M
5
SOFI icon
SoFi Technologies
SOFI
+$3.85M

Top Sells

1
+$7.27M
2
+$7.21M
3
+$6.16M
4
VTV icon
Vanguard Value ETF
VTV
+$5.32M
5
MSFT icon
Microsoft
MSFT
+$5.25M

Sector Composition

1 Technology 14.5%
2 Financials 8.06%
3 Energy 4.41%
4 Healthcare 4.24%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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704
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705
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707
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708
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710
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714
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716
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717
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718
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719
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