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
$76.9M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.18M
3
+$2.28M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.18M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.1M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 6.59%
2 Healthcare 5.84%
3 Technology 5.77%
4 Industrials 5.51%
5 Financials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$240K 0.31%
+5,025
102
$231K 0.3%
+2,175
103
$230K 0.3%
+23,050
104
$230K 0.3%
+7,256
105
$224K 0.29%
+5,596
106
$222K 0.29%
+2,794
107
$221K 0.29%
+1,869
108
$221K 0.29%
+8,865
109
$219K 0.28%
+1,651
110
$216K 0.28%
+2,543
111
$216K 0.28%
+2,850
112
$214K 0.28%
+8,584
113
$212K 0.28%
+12,768
114
$208K 0.27%
+1,516
115
$207K 0.27%
+6,448
116
$205K 0.27%
+1,689
117
$205K 0.27%
+21,966
118
$204K 0.27%
+4,532
119
$203K 0.26%
+3,795
120
$202K 0.26%
+4,510
121
$186K 0.24%
+13,070
122
$183K 0.24%
+13,227
123
$181K 0.24%
+13,687
124
$128K 0.17%
+12,554
125
$97K 0.13%
+23,868
2 3 4
5
6