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
$439M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.45M
3
+$3.45M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.02M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.12M

Top Sells

1
+$2.7M
2
+$2.18M
3
+$1.81M
4
FDS icon
Factset
FDS
+$1.42M
5
CPRT icon
Copart
CPRT
+$1.4M

Sector Composition

1 Technology 14.59%
2 Financials 7.06%
3 Consumer Discretionary 6.29%
4 Healthcare 5.12%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.42%
32,051
-16,987
52
$1.83M 0.42%
4,609
-635
53
$1.83M 0.42%
16,768
+13,153
54
$1.82M 0.41%
23,450
+974
55
$1.76M 0.4%
17,497
+14,292
56
$1.76M 0.4%
38,946
+5,274
57
$1.75M 0.4%
6,226
+222
58
$1.75M 0.4%
7,104
+1,083
59
$1.7M 0.39%
9,035
+299
60
$1.64M 0.37%
4,974
-106
61
$1.63M 0.37%
9,905
+58
62
$1.59M 0.36%
12,008
+1,121
63
$1.56M 0.35%
7,808
+88
64
$1.55M 0.35%
10,534
-560
65
$1.53M 0.35%
12,807
+1,672
66
$1.53M 0.35%
7,385
+689
67
$1.52M 0.35%
29,941
-2,892
68
$1.5M 0.34%
6,988
+106
69
$1.48M 0.34%
14,360
+6,780
70
$1.47M 0.33%
12,783
-1,399
71
$1.46M 0.33%
20,673
-50
72
$1.46M 0.33%
91,278
-1,800
73
$1.46M 0.33%
12,475
+276
74
$1.45M 0.33%
17,024
+800
75
$1.45M 0.33%
7,940
+303
1 2
3
4 5