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
$110M
AUM Growth
+$535K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$961K
2
+$615K
3
+$533K
4
NFLX icon
Netflix
NFLX
+$295K
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$291K

Top Sells

1
+$772K
2
+$661K
3
+$465K
4
EA icon
Electronic Arts
EA
+$305K
5
VZ icon
Verizon
VZ
+$218K

Sector Composition

1 Technology 6.87%
2 Financials 6.73%
3 Consumer Staples 4.83%
4 Healthcare 4.04%
5 Industrials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$308K 0.28%
26,025
102
$307K 0.28%
5,722
-538
103
$307K 0.28%
3,910
+620
104
$306K 0.28%
3,230
+151
105
$302K 0.28%
18,355
-2,247
106
$302K 0.28%
3,596
+100
107
$296K 0.27%
5,539
+349
108
$295K 0.27%
2,599
+37
109
$295K 0.27%
+998
110
$294K 0.27%
4,360
+81
111
$291K 0.27%
+9,758
112
$288K 0.26%
1,840
+90
113
$286K 0.26%
2,108
-23
114
$277K 0.25%
2,582
-233
115
$275K 0.25%
3,650
+700
116
$272K 0.25%
7,227
-304
117
$270K 0.25%
18,419
118
$270K 0.25%
3,457
-31
119
$266K 0.24%
6,383
120
$259K 0.24%
14,610
+3,705
121
$257K 0.23%
1,672
-48
122
$256K 0.23%
4,272
+4
123
$255K 0.23%
2,566
+41
124
$254K 0.23%
1,175
+1
125
$252K 0.23%
3,229
+14
3 4
5
6 7