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
$891M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.76M
3
+$5.48M
4
AAPL icon
Apple
AAPL
+$4.71M
5
JPM icon
JPMorgan Chase
JPM
+$4.59M

Top Sells

1
+$11.6M
2
+$2.88M
3
+$1.52M
4
DTE icon
DTE Energy
DTE
+$1.46M
5
OGS icon
ONE Gas
OGS
+$1.38M

Sector Composition

1 Technology 10.19%
2 Financials 7.81%
3 Healthcare 6.72%
4 Energy 6.32%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.84M 0.43%
14,396
+6,560
52
$3.82M 0.43%
9,955
-30,227
53
$3.8M 0.43%
34,639
+17,412
54
$3.75M 0.42%
14,284
+10,047
55
$3.63M 0.41%
305,662
-2,556
56
$3.56M 0.4%
38,395
+355
57
$3.55M 0.4%
17,834
+6,780
58
$3.48M 0.39%
11,019
+1,223
59
$3.37M 0.38%
75,542
-4,468
60
$3.36M 0.38%
32,274
+23,347
61
$3.35M 0.38%
71,651
-4,130
62
$3.34M 0.38%
66,706
+6,403
63
$3.27M 0.37%
18,086
+10,170
64
$3.26M 0.37%
38,415
+7,491
65
$3.23M 0.36%
23,906
+1,291
66
$3.22M 0.36%
64,621
-7,409
67
$3.18M 0.36%
42,602
-4,536
68
$2.96M 0.33%
82,199
+32
69
$2.95M 0.33%
6,071
+3,550
70
$2.92M 0.33%
61,247
+35,265
71
$2.9M 0.33%
6,755
-46
72
$2.86M 0.32%
30,650
+1,920
73
$2.83M 0.32%
13,616
+7,397
74
$2.83M 0.32%
221,110
+45,800
75
$2.82M 0.32%
19,467
-943
1 2
3
4 5