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
76
$3.72M 0.3%
70,913
+4,191
77
$3.71M 0.3%
10,791
-1,072
78
$3.69M 0.3%
34,507
-1,783
79
$3.68M 0.3%
22,331
-1,411
80
$3.62M 0.3%
71,719
+22,530
81
$3.61M 0.29%
39,664
-382
82
$3.51M 0.29%
15,359
+680
83
$3.5M 0.29%
25,380
+8,590
84
$3.44M 0.28%
67,136
+3,065
85
$3.28M 0.27%
17,975
+1,020
86
$3.22M 0.26%
16,151
+791
87
$3.17M 0.26%
66,777
-834
88
$3.16M 0.26%
7,191
+301
89
$3.15M 0.26%
229,927
+4,868
90
$3.14M 0.26%
15,879
-6,556
91
$3.1M 0.25%
61,417
+14,891
92
$3.08M 0.25%
17,834
+1,540
93
$3.08M 0.25%
6,979
+207
94
$3.03M 0.25%
27,502
+506
95
$3.02M 0.25%
38,745
+1,511
96
$3M 0.24%
31,999
+206
97
$2.98M 0.24%
13,246
-553
98
$2.98M 0.24%
33,313
+1,543
99
$2.97M 0.24%
60,293
-152
100
$2.93M 0.24%
12,367
-841
2 3
4
5 6