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
76
$2.94M 0.31%
15,808
+6,110
77
$2.93M 0.31%
19,316
-151
78
$2.88M 0.3%
21,482
-2,424
79
$2.82M 0.3%
107,875
80
$2.82M 0.3%
14,349
+733
81
$2.79M 0.29%
18,105
-110
82
$2.78M 0.29%
28,339
+24,154
83
$2.77M 0.29%
69,031
+26,567
84
$2.76M 0.29%
32,027
+147
85
$2.75M 0.29%
17,810
-52
86
$2.74M 0.29%
41,049
+1,933
87
$2.71M 0.28%
57,739
+25,502
88
$2.71M 0.28%
9,675
+871
89
$2.69M 0.28%
33,126
+76
90
$2.66M 0.28%
6,442
-313
91
$2.65M 0.28%
16,642
-107
92
$2.63M 0.28%
22,752
+2,188
93
$2.62M 0.28%
41,013
+3,997
94
$2.6M 0.27%
35,774
+8,961
95
$2.59M 0.27%
40,785
+2,173
96
$2.59M 0.27%
91,253
+1,404
97
$2.56M 0.27%
5,414
-657
98
$2.53M 0.27%
19,506
+309
99
$2.52M 0.26%
64,743
-399
100
$2.49M 0.26%
26,782
+17,083
2 3
4
5 6