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
$322M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.33M
3
+$1.39M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.32M
5
MCHP icon
Microchip Technology
MCHP
+$1.11M

Top Sells

1
+$2.66M
2
+$1.41M
3
+$1.3M
4
KEYS icon
Keysight
KEYS
+$1.01M
5
EV
Eaton Vance Corp.
EV
+$860K

Sector Composition

1 Technology 14.56%
2 Healthcare 6.16%
3 Financials 5.82%
4 Consumer Discretionary 4.89%
5 Industrials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$770K 0.24%
7,368
+134
127
$767K 0.24%
8,381
-2,585
128
$756K 0.23%
13,930
-901
129
$755K 0.23%
13,156
+852
130
$754K 0.23%
+5,847
131
$753K 0.23%
11,741
+4,762
132
$750K 0.23%
6,670
-1,243
133
$748K 0.23%
22,527
-1,780
134
$744K 0.23%
18,984
+1,272
135
$705K 0.22%
3,900
-85
136
$698K 0.22%
8,449
+3,537
137
$696K 0.22%
15,956
-1,390
138
$688K 0.21%
13,255
-2,768
139
$659K 0.2%
8,155
+5
140
$657K 0.2%
+6,054
141
$657K 0.2%
68,603
+17
142
$653K 0.2%
7,556
-616
143
$641K 0.2%
81,282
+12,636
144
$636K 0.2%
12,401
-393
145
$634K 0.2%
3,109
+836
146
$633K 0.2%
2,056
-20
147
$616K 0.19%
4,314
+44
148
$611K 0.19%
10,216
-124
149
$606K 0.19%
10,102
-439
150
$583K 0.18%
4,306
4 5
6
7 8