NFG

Nations Financial Group Portfolio holdings

AUM $1.9B
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$4.03M
3
+$3.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M
5
TSM icon
TSMC
TSM
+$2.65M

Top Sells

1
+$5.44M
2
+$4.4M
3
+$3.73M
4
VAL icon
Valaris
VAL
+$2.88M
5
UNH icon
UnitedHealth
UNH
+$2.52M

Sector Composition

1 Technology 14.29%
2 Financials 8.33%
3 Communication Services 3.79%
4 Consumer Discretionary 3.65%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.44M 0.31%
111,490
-12,790
77
$4.42M 0.3%
102,133
+550
78
$4.38M 0.3%
13,800
-1,044
79
$4.31M 0.3%
296,927
+5,340
80
$4.27M 0.29%
35,189
-369
81
$4.27M 0.29%
38,771
+2,306
82
$4.25M 0.29%
8,325
+70
83
$4.23M 0.29%
76,762
-6,914
84
$4.22M 0.29%
31,621
-996
85
$4.2M 0.29%
14,002
-698
86
$4.07M 0.28%
34,139
-140
87
$4.04M 0.28%
29,700
-1,546
88
$4.02M 0.28%
80,106
+11,100
89
$3.98M 0.27%
90,615
+2,853
90
$3.97M 0.27%
191,000
-1,000
91
$3.95M 0.27%
17,704
-8,045
92
$3.86M 0.27%
128,120
+2,800
93
$3.76M 0.26%
73,980
+5,103
94
$3.74M 0.26%
59,611
+407
95
$3.6M 0.25%
7,082
-79
96
$3.54M 0.24%
117,451
-5,331
97
$3.53M 0.24%
12,930
+6,062
98
$3.46M 0.24%
3,296
+50
99
$3.46M 0.24%
45,740
+2,308
100
$3.43M 0.24%
23,509
+737
2 3
4
5 6