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
$953M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.37M
3
+$2.24M
4
NVO icon
Novo Nordisk
NVO
+$2.17M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.96M

Top Sells

1
+$2.73M
2
+$2.63M
3
+$2.5M
4
PBR icon
Petrobras
PBR
+$2.1M
5
ADM icon
Archer Daniels Midland
ADM
+$1.99M

Sector Composition

1 Technology 12.55%
2 Financials 6.84%
3 Healthcare 5.74%
4 Energy 5.31%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2M 0.21%
24,144
+4,369
127
$2M 0.21%
52,821
+11,064
128
$2M 0.21%
17,467
+991
129
$1.99M 0.21%
27,817
-327
130
$1.98M 0.21%
10,215
+1,254
131
$1.96M 0.21%
31,456
-3,641
132
$1.96M 0.21%
23,436
+13,757
133
$1.95M 0.21%
7,678
+1,085
134
$1.93M 0.2%
100,310
+745
135
$1.93M 0.2%
39,075
+16,340
136
$1.92M 0.2%
51,316
+8,050
137
$1.9M 0.2%
18,737
-183
138
$1.89M 0.2%
17,209
+329
139
$1.88M 0.2%
24,578
-606
140
$1.84M 0.19%
14,999
+787
141
$1.82M 0.19%
40,892
+1,467
142
$1.81M 0.19%
6,295
+444
143
$1.81M 0.19%
19,068
+854
144
$1.8M 0.19%
+92,423
145
$1.77M 0.19%
40,497
+191
146
$1.76M 0.19%
43,109
-34
147
$1.76M 0.18%
8,313
+905
148
$1.75M 0.18%
25,044
-221
149
$1.75M 0.18%
7,052
+459
150
$1.68M 0.18%
9,010
-123
4 5
6
7 8