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
$439M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.45M
3
+$3.45M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.02M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.12M

Top Sells

1
+$2.7M
2
+$2.18M
3
+$1.81M
4
FDS icon
Factset
FDS
+$1.42M
5
CPRT icon
Copart
CPRT
+$1.4M

Sector Composition

1 Technology 14.59%
2 Financials 7.06%
3 Consumer Discretionary 6.29%
4 Healthcare 5.12%
5 Industrials 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.21M 0.27%
21,408
+1,000
102
$1.21M 0.27%
8,196
+588
103
$1.2M 0.27%
3,698
+179
104
$1.18M 0.27%
21,781
105
$1.18M 0.27%
23,982
-960
106
$1.16M 0.26%
6,980
-257
107
$1.15M 0.26%
10,500
+445
108
$1.15M 0.26%
15,508
+455
109
$1.14M 0.26%
+28,816
110
$1.12M 0.26%
7,392
+39
111
$1.12M 0.25%
29,469
-165
112
$1.11M 0.25%
15,353
+6,257
113
$1.1M 0.25%
37,130
+2,000
114
$1.1M 0.25%
8,765
-649
115
$1.09M 0.25%
11,631
+742
116
$1.08M 0.25%
4,137
-109
117
$1.05M 0.24%
9,727
-3,214
118
$1.05M 0.24%
7,897
+209
119
$1.04M 0.24%
12,626
-1,219
120
$1.03M 0.24%
5,106
+158
121
$1.03M 0.24%
10,135
+2,005
122
$1.02M 0.23%
4,418
-2,504
123
$1.02M 0.23%
2,870
+1,883
124
$1.01M 0.23%
9,329
-199
125
$1.01M 0.23%
13,770
+2,109
3 4
5
6 7