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
$322M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.33M
3
+$1.39M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.32M
5
MCHP icon
Microchip Technology
MCHP
+$1.11M

Top Sells

1
+$2.66M
2
+$1.41M
3
+$1.3M
4
KEYS icon
Keysight
KEYS
+$1.01M
5
EV
Eaton Vance Corp.
EV
+$860K

Sector Composition

1 Technology 14.56%
2 Healthcare 6.16%
3 Financials 5.82%
4 Consumer Discretionary 4.89%
5 Industrials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$912K 0.28%
11,527
-2,398
102
$906K 0.28%
57,390
+13,828
103
$899K 0.28%
1,913
-812
104
$887K 0.28%
3,489
+382
105
$884K 0.27%
22,870
+1,474
106
$881K 0.27%
+2,442
107
$862K 0.27%
+21,066
108
$857K 0.27%
9,474
-108
109
$847K 0.26%
1,919
+7
110
$842K 0.26%
5,472
-21
111
$836K 0.26%
14,451
-480
112
$835K 0.26%
31,210
+1,949
113
$822K 0.26%
6,955
+397
114
$819K 0.25%
10,105
+250
115
$816K 0.25%
2,064
-381
116
$813K 0.25%
4,789
+117
117
$801K 0.25%
6,228
+789
118
$800K 0.25%
2,366
-17
119
$799K 0.25%
7,221
-96
120
$791K 0.25%
43,135
+950
121
$785K 0.24%
7,695
+178
122
$778K 0.24%
12,927
-157
123
$777K 0.24%
22,622
+1,673
124
$773K 0.24%
6,649
-1,004
125
$770K 0.24%
2,620
+133
3 4
5
6 7