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
$1.31B
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.78M
3
+$2.95M
4
BAR icon
GraniteShares Gold Shares
BAR
+$2.92M
5
GOLD
Gold.com Inc
GOLD
+$2.7M

Top Sells

1
+$4.77M
2
+$4.31M
3
+$3.83M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.56M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.45M

Sector Composition

1 Technology 12.93%
2 Financials 9.03%
3 Energy 4.76%
4 Healthcare 4.38%
5 Consumer Discretionary 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-5,813
702
– –
-8,876
703
– –
-3,183
704
– –
-16,623
705
– –
-11,469
706
– –
-11,222
707
– –
-11,559
708
– –
-42,857
709
– –
-650
710
– –
-5,121
711
– –
-1,793
712
– –
-21,500
713
– –
-20,000
714
– –
-45,669
715
– –
-1,086
716
– –
-42,679
717
– –
-3,413
25 26 27 28
29