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
$953M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.37M
3
+$2.24M
4
NVO icon
Novo Nordisk
NVO
+$2.17M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.96M

Top Sells

1
+$2.73M
2
+$2.63M
3
+$2.5M
4
PBR icon
Petrobras
PBR
+$2.1M
5
ADM icon
Archer Daniels Midland
ADM
+$1.99M

Sector Composition

1 Technology 12.55%
2 Financials 6.84%
3 Healthcare 5.74%
4 Energy 5.31%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.79M 0.4%
18,975
+1,141
52
$3.78M 0.4%
18,221
+5,669
53
$3.76M 0.39%
77,070
+5,419
54
$3.74M 0.39%
9,088
-867
55
$3.69M 0.39%
40,748
+2,333
56
$3.69M 0.39%
36,398
+1,759
57
$3.62M 0.38%
14,957
+673
58
$3.58M 0.38%
345,271
+950
59
$3.54M 0.37%
34,906
+2,632
60
$3.52M 0.37%
19,290
+1,204
61
$3.49M 0.37%
42,099
-3,156
62
$3.45M 0.36%
392,316
-4,836
63
$3.43M 0.36%
65,619
+4,372
64
$3.42M 0.36%
53,330
+2,900
65
$3.36M 0.35%
272,865
+51,755
66
$3.26M 0.34%
85,727
+3,528
67
$3.26M 0.34%
13,376
+1,655
68
$3.25M 0.34%
71,890
-3,652
69
$3.22M 0.34%
10,906
-113
70
$3.21M 0.34%
63,461
-1,160
71
$3.18M 0.33%
7,963
+549
72
$3.17M 0.33%
42,461
-141
73
$3.16M 0.33%
19,076
+972
74
$3.04M 0.32%
170,580
+106,630
75
$3.01M 0.32%
84,844
+10,343
1 2
3
4 5