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
76
$1.45M 0.33%
6,053
-867
77
$1.43M 0.33%
+14,923
78
$1.42M 0.32%
10,800
+2,417
79
$1.41M 0.32%
27,862
+21,210
80
$1.41M 0.32%
22,011
+539
81
$1.4M 0.32%
11,814
+1,712
82
$1.39M 0.32%
60,641
+1,200
83
$1.37M 0.31%
7,959
+737
84
$1.36M 0.31%
11,298
+1,926
85
$1.35M 0.31%
10,002
-7,629
86
$1.34M 0.31%
2,576
+595
87
$1.34M 0.3%
23,888
-2,374
88
$1.33M 0.3%
23,900
+6,725
89
$1.33M 0.3%
3,582
-284
90
$1.33M 0.3%
14,681
-320
91
$1.3M 0.3%
5,590
+385
92
$1.3M 0.3%
5,337
+3,157
93
$1.29M 0.29%
4,966
+235
94
$1.27M 0.29%
5,931
+116
95
$1.27M 0.29%
+3,867
96
$1.26M 0.29%
24,666
+290
97
$1.25M 0.28%
53,227
-1,663
98
$1.24M 0.28%
+36,853
99
$1.23M 0.28%
34,040
+131
100
$1.23M 0.28%
38,130
+2,361
2 3
4
5 6