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
$953M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.37M
3
+$2.24M
4
NVO icon
Novo Nordisk
NVO
+$2.17M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.96M

Top Sells

1
+$2.73M
2
+$2.63M
3
+$2.5M
4
PBR icon
Petrobras
PBR
+$2.1M
5
ADM icon
Archer Daniels Midland
ADM
+$1.99M

Sector Composition

1 Technology 12.55%
2 Financials 6.84%
3 Healthcare 5.74%
4 Energy 5.31%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.45M 0.26%
6,895
+443
102
$2.41M 0.25%
12,721
+296
103
$2.37M 0.25%
+116,061
104
$2.35M 0.25%
22,558
-29
105
$2.34M 0.25%
30,765
+25,686
106
$2.33M 0.24%
78,632
+18,876
107
$2.21M 0.23%
22,593
+5,334
108
$2.21M 0.23%
13,811
-668
109
$2.19M 0.23%
115,856
+8,565
110
$2.19M 0.23%
193,095
111
$2.18M 0.23%
29,271
-1,379
112
$2.17M 0.23%
33,620
+3,025
113
$2.17M 0.23%
9,490
-7,041
114
$2.17M 0.23%
+27,208
115
$2.16M 0.23%
36,338
+7,938
116
$2.16M 0.23%
7,041
+23
117
$2.13M 0.22%
34,345
+138
118
$2.11M 0.22%
4,569
+34
119
$2.09M 0.22%
41,514
-4,037
120
$2.08M 0.22%
37,536
+4,999
121
$2.07M 0.22%
64,017
-3,826
122
$2.06M 0.22%
10,104
+60
123
$2.06M 0.22%
46,008
+3,532
124
$2.06M 0.22%
25,603
+558
125
$2.04M 0.21%
3,051
+362
3 4
5
6 7