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
$76.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.18M
3
+$2.28M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.18M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.1M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 6.59%
2 Healthcare 5.84%
3 Technology 5.77%
4 Industrials 5.51%
5 Financials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$338K 0.44%
+3,760
77
$332K 0.43%
+7,746
78
$328K 0.43%
+3,323
79
$323K 0.42%
+13,093
80
$317K 0.41%
+4,550
81
$309K 0.4%
+5,270
82
$303K 0.39%
+9,692
83
$298K 0.39%
+26,813
84
$290K 0.38%
+3,250
85
$288K 0.37%
+23,868
86
$278K 0.36%
+2,514
87
$275K 0.36%
+3,563
88
$266K 0.35%
+18,611
89
$265K 0.34%
+3,825
90
$263K 0.34%
+24,574
91
$259K 0.34%
+26,113
92
$255K 0.33%
+19,976
93
$252K 0.33%
+5,051
94
$251K 0.33%
+9,529
95
$249K 0.32%
+2,700
96
$249K 0.32%
+14,799
97
$246K 0.32%
+5,726
98
$245K 0.32%
+4,514
99
$242K 0.31%
+2,958
100
$241K 0.31%
+7,042
2 3
4
5 6