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
76
$2.82M 0.32%
50,430
+32,400
77
$2.8M 0.31%
37,368
+488
78
$2.8M 0.31%
7,414
+3,064
79
$2.77M 0.31%
18,215
+138
80
$2.72M 0.31%
74,501
+37,295
81
$2.71M 0.3%
16,749
+1,597
82
$2.7M 0.3%
18,104
+10,130
83
$2.7M 0.3%
31,880
+933
84
$2.61M 0.29%
19,197
+352
85
$2.61M 0.29%
193,095
86
$2.58M 0.29%
11,721
+9,451
87
$2.57M 0.29%
65,142
+6,748
88
$2.54M 0.29%
89,849
-7,677
89
$2.54M 0.28%
38,612
+715
90
$2.52M 0.28%
33,050
+3,212
91
$2.5M 0.28%
+30,048
92
$2.47M 0.28%
4,535
+57
93
$2.45M 0.27%
107,875
+1,525
94
$2.41M 0.27%
39,116
-1,845
95
$2.4M 0.27%
+14,479
96
$2.4M 0.27%
14,607
+12,582
97
$2.37M 0.27%
222,805
+75,359
98
$2.35M 0.26%
17,862
+418
99
$2.34M 0.26%
37,016
+2,919
100
$2.32M 0.26%
20,564
+264
2 3
4
5 6