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
$891M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.76M
3
+$5.48M
4
AAPL icon
Apple
AAPL
+$4.71M
5
JPM icon
JPMorgan Chase
JPM
+$4.59M

Top Sells

1
+$11.6M
2
+$2.88M
3
+$1.52M
4
DTE icon
DTE Energy
DTE
+$1.46M
5
OGS icon
ONE Gas
OGS
+$1.38M

Sector Composition

1 Technology 10.19%
2 Financials 7.81%
3 Healthcare 6.72%
4 Energy 6.32%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.32M 0.26%
8,804
+6,535
102
$2.28M 0.26%
12,425
+2,113
103
$2.28M 0.26%
45,551
+9,600
104
$2.24M 0.25%
22,587
+2,889
105
$2.23M 0.25%
18,511
+4,565
106
$2.21M 0.25%
35,097
+559
107
$2.2M 0.25%
+30,595
108
$2.19M 0.25%
7,018
+103
109
$2.18M 0.24%
34,207
+4,399
110
$2.13M 0.24%
10,044
+3,875
111
$2.1M 0.24%
6,452
+5,444
112
$2.07M 0.23%
70,148
+23,062
113
$1.98M 0.22%
+8,961
114
$1.97M 0.22%
18,920
-73
115
$1.95M 0.22%
25,045
+17,680
116
$1.94M 0.22%
67,843
+17,190
117
$1.92M 0.22%
107,291
+1,270
118
$1.92M 0.22%
98,583
-4,282
119
$1.91M 0.21%
25,011
-913
120
$1.91M 0.21%
+2,689
121
$1.9M 0.21%
+16,476
122
$1.9M 0.21%
25,184
-75
123
$1.87M 0.21%
42,476
-18,918
124
$1.85M 0.21%
28,144
-1,030
125
$1.83M 0.21%
99,565
+971
3 4
5
6 7