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
$891M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.76M
3
+$5.48M
4
AAPL icon
Apple
AAPL
+$4.71M
5
JPM icon
JPMorgan Chase
JPM
+$4.59M

Top Sells

1
+$11.6M
2
+$2.88M
3
+$1.52M
4
DTE icon
DTE Energy
DTE
+$1.46M
5
OGS icon
ONE Gas
OGS
+$1.38M

Sector Composition

1 Technology 10.19%
2 Financials 7.81%
3 Healthcare 6.72%
4 Energy 6.32%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.83M 0.2%
+7,408
127
$1.82M 0.2%
16,880
+285
128
$1.8M 0.2%
5,851
+4,229
129
$1.8M 0.2%
39,425
+2,069
130
$1.76M 0.2%
59,756
+28,956
131
$1.74M 0.2%
17,259
+10,186
132
$1.71M 0.19%
26,813
+20,502
133
$1.71M 0.19%
18,214
+13,791
134
$1.7M 0.19%
25,265
+651
135
$1.69M 0.19%
42,464
+8,248
136
$1.69M 0.19%
28,400
+8,985
137
$1.68M 0.19%
+6,593
138
$1.67M 0.19%
9,651
+7
139
$1.66M 0.19%
14,212
+9,853
140
$1.64M 0.18%
43,143
-994
141
$1.64M 0.18%
15,558
+425
142
$1.63M 0.18%
19,775
+2,210
143
$1.6M 0.18%
9,698
-107
144
$1.59M 0.18%
9,133
+2,869
145
$1.58M 0.18%
32,537
+3,696
146
$1.57M 0.18%
52,116
+35,322
147
$1.56M 0.17%
40,306
+834
148
$1.55M 0.17%
12,552
-3,603
149
$1.54M 0.17%
+16,057
150
$1.54M 0.17%
35,089
4 5
6
7 8