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
$103M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.18M
3
+$871K
4
CL icon
Colgate-Palmolive
CL
+$599K
5
CRM icon
Salesforce
CRM
+$462K

Top Sells

1
+$756K
2
+$461K
3
+$383K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$370K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$274K

Sector Composition

1 Technology 6.55%
2 Consumer Staples 6.17%
3 Financials 5.58%
4 Healthcare 4.5%
5 Communication Services 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$607K 0.59%
9,741
-1,350
52
$604K 0.59%
51,924
+7,215
53
$599K 0.58%
+8,187
54
$581K 0.57%
5,587
-722
55
$581K 0.57%
14,789
+3,401
56
$580K 0.57%
19,998
+1,079
57
$546K 0.53%
23,144
+2,689
58
$533K 0.52%
12,020
+880
59
$517K 0.5%
4,556
+212
60
$514K 0.5%
4,328
+443
61
$513K 0.5%
9,400
+7
62
$508K 0.5%
5,597
-15
63
$505K 0.49%
4,643
-135
64
$491K 0.48%
9,456
+10
65
$481K 0.47%
9,641
-197
66
$481K 0.47%
9,013
-1,529
67
$472K 0.46%
20,004
-5,374
68
$468K 0.46%
8,158
+1,472
69
$462K 0.45%
+5,600
70
$433K 0.42%
5,576
-228
71
$424K 0.41%
10,636
+1,912
72
$424K 0.41%
3,827
+701
73
$418K 0.41%
13,251
74
$418K 0.41%
+4,275
75
$418K 0.41%
3,177
1 2
3
4 5