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
$1.22B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.18M
3
+$1.7M
4
ABBV icon
AbbVie
ABBV
+$1.53M
5
BXMT icon
Blackstone Mortgage Trust
BXMT
+$1.42M

Top Sells

1
+$3.63M
2
+$2.22M
3
+$1.63M
4
NVDA icon
NVIDIA
NVDA
+$1.53M
5
NUE icon
Nucor
NUE
+$1.52M

Sector Composition

1 Technology 14.55%
2 Financials 8.23%
3 Healthcare 5.23%
4 Energy 4.39%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.93M 0.24%
20,493
+5,261
102
$2.92M 0.24%
20,012
+3
103
$2.87M 0.23%
130,045
+4,875
104
$2.86M 0.23%
9,417
-7,312
105
$2.85M 0.23%
7,473
-89
106
$2.84M 0.23%
9,801
+356
107
$2.83M 0.23%
3,590
+185
108
$2.78M 0.23%
10,918
+562
109
$2.78M 0.23%
29,991
+324
110
$2.73M 0.22%
199,500
+7,500
111
$2.72M 0.22%
10,670
+835
112
$2.67M 0.22%
70,709
-966
113
$2.67M 0.22%
8,112
-98
114
$2.66M 0.22%
28,718
+4,997
115
$2.65M 0.22%
17,911
+552
116
$2.55M 0.21%
6,644
-4,264
117
$2.54M 0.21%
85,633
-4,485
118
$2.54M 0.21%
28,723
-2,334
119
$2.54M 0.21%
14,972
+56
120
$2.51M 0.21%
27,478
-56
121
$2.47M 0.2%
23,166
-893
122
$2.43M 0.2%
18,895
-431
123
$2.39M 0.2%
19,309
-217
124
$2.38M 0.19%
26,074
-357
125
$2.37M 0.19%
597
+43
3 4
5
6 7