NFG

Nations Financial Group Portfolio holdings

AUM $1.9B
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$4.03M
3
+$3.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M
5
TSM icon
TSMC
TSM
+$2.65M

Top Sells

1
+$5.44M
2
+$4.4M
3
+$3.73M
4
VAL icon
Valaris
VAL
+$2.88M
5
UNH icon
UnitedHealth
UNH
+$2.52M

Sector Composition

1 Technology 14.29%
2 Financials 8.33%
3 Communication Services 3.79%
4 Consumer Discretionary 3.65%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.42M 0.23%
49,221
-2,672
102
$3.4M 0.23%
14,302
-283
103
$3.4M 0.23%
16,624
+378
104
$3.39M 0.23%
15,293
-227
105
$3.36M 0.23%
78,257
-776
106
$3.35M 0.23%
41,494
+309
107
$3.35M 0.23%
5,889
+198
108
$3.24M 0.22%
560
-286
109
$3.2M 0.22%
61,396
+3,467
110
$3.19M 0.22%
30,205
-523
111
$3.18M 0.22%
11,653
-8
112
$3.17M 0.22%
41,751
+3,296
113
$3.17M 0.22%
39,231
+69
114
$3.14M 0.22%
20,989
+1,067
115
$3.14M 0.22%
62,305
+54,585
116
$3.12M 0.21%
8,513
-578
117
$3.09M 0.21%
6,583
-30
118
$3.08M 0.21%
21,727
+19,110
119
$3.06M 0.21%
19,867
-65
120
$3.05M 0.21%
16,406
+134
121
$3.04M 0.21%
135,280
+3,118
122
$3.02M 0.21%
5,664
-30
123
$3M 0.21%
76,017
-1,362
124
$2.99M 0.21%
101,726
-225
125
$2.94M 0.2%
81,438
+5,270
3 4
5
6 7