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
$1.22B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.18M
3
+$1.7M
4
ABBV icon
AbbVie
ABBV
+$1.53M
5
BXMT icon
Blackstone Mortgage Trust
BXMT
+$1.42M

Top Sells

1
+$3.63M
2
+$2.22M
3
+$1.63M
4
NVDA icon
NVIDIA
NVDA
+$1.53M
5
NUE icon
Nucor
NUE
+$1.52M

Sector Composition

1 Technology 14.55%
2 Financials 8.23%
3 Healthcare 5.23%
4 Energy 4.39%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.16M 0.42%
56,619
+2,931
52
$5.09M 0.42%
70,134
+2,051
53
$4.9M 0.4%
302,120
-87
54
$4.81M 0.39%
70,946
+14,822
55
$4.79M 0.39%
70,762
+728
56
$4.71M 0.38%
32,249
-2,000
57
$4.61M 0.38%
49,768
-2,548
58
$4.5M 0.37%
27,303
+757
59
$4.41M 0.36%
166,072
+11,248
60
$4.41M 0.36%
24,218
+5,222
61
$4.34M 0.35%
13,903
+385
62
$4.32M 0.35%
24,656
-252
63
$4.22M 0.35%
50,267
+505
64
$4.17M 0.34%
40,157
+267
65
$4.08M 0.33%
35,343
-1,066
66
$4.04M 0.33%
22,021
-3,989
67
$4.01M 0.33%
23,392
+8,942
68
$4M 0.33%
49,106
+60
69
$3.94M 0.32%
168,677
+22,520
70
$3.9M 0.32%
17,701
+977
71
$3.84M 0.31%
10,284
+83
72
$3.81M 0.31%
26,970
-216
73
$3.79M 0.31%
82,807
+9,223
74
$3.78M 0.31%
53,351
+7,077
75
$3.75M 0.31%
5,552
+3,673
1 2
3
4 5