NFG

Nations Financial Group Portfolio holdings

AUM $1.45B
1-Year Est. Return 25.8%
This Quarter Est. Return
1 Year Est. Return
+25.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.18M
3
+$2.28M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.18M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.1M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 6.59%
2 Healthcare 5.84%
3 Technology 5.77%
4 Industrials 5.51%
5 Financials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$538K 0.7%
+5,305
52
$511K 0.66%
+21,738
53
$505K 0.66%
+6,190
54
$486K 0.63%
+3,861
55
$467K 0.61%
+7,744
56
$460K 0.6%
+9,853
57
$437K 0.57%
+5,729
58
$435K 0.57%
+9,468
59
$434K 0.56%
+6,322
60
$410K 0.53%
+29,117
61
$408K 0.53%
+14,466
62
$403K 0.52%
+5,541
63
$403K 0.52%
+8,978
64
$398K 0.52%
+15,819
65
$390K 0.51%
+3,755
66
$380K 0.49%
+14,816
67
$375K 0.49%
+18,643
68
$368K 0.48%
+4,663
69
$366K 0.48%
+41,912
70
$362K 0.47%
+5,428
71
$359K 0.47%
+6,473
72
$357K 0.46%
+2,696
73
$353K 0.46%
+2,771
74
$348K 0.45%
+6,312
75
$340K 0.44%
+2,830
1 2
3
4 5