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
$290M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$925K
3
+$672K
4
NKE icon
Nike
NKE
+$629K
5
WMT icon
Walmart
WMT
+$507K

Top Sells

1
+$2.64M
2
+$1.8M
3
+$1.77M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$1.31M
5
COLM icon
Columbia Sportswear
COLM
+$1.13M

Sector Composition

1 Technology 11.2%
2 Healthcare 6.98%
3 Industrials 5.74%
4 Consumer Discretionary 5.05%
5 Financials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.47%
7,083
-542
52
$1.35M 0.46%
20,004
+332
53
$1.32M 0.46%
48,402
-139
54
$1.31M 0.45%
11,255
-5
55
$1.29M 0.44%
14,694
+1,546
56
$1.28M 0.44%
20,515
+569
57
$1.28M 0.44%
25,842
+122
58
$1.26M 0.43%
214,200
+23,800
59
$1.26M 0.43%
14,495
-145
60
$1.25M 0.43%
16,865
+13,620
61
$1.25M 0.43%
6,842
+325
62
$1.22M 0.42%
6,488
+327
63
$1.2M 0.41%
6,168
+6
64
$1.2M 0.41%
8,809
-83
65
$1.2M 0.41%
21,841
66
$1.17M 0.4%
91,344
-4,842
67
$1.17M 0.4%
13,234
+2,974
68
$1.17M 0.4%
21,693
+761
69
$1.16M 0.4%
3,359
+41
70
$1.16M 0.4%
22,700
+678
71
$1.14M 0.39%
25,287
+324
72
$1.14M 0.39%
7,790
+891
73
$1.12M 0.39%
9,326
+35
74
$1.12M 0.38%
10,870
+1,414
75
$1.09M 0.38%
29,265
+15
1 2
3
4 5