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
$76.9M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$3.48M
2 +$3.18M
3 +$2.28M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.18M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.1M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 6.59%
2 Healthcare 5.84%
3 Technology 5.77%
4 Industrials 5.51%
5 Financials 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$20K 0.03%
+16,000
127
$13K 0.02%
+1,166