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
$1.22B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.18M
3
+$1.7M
4
ABBV icon
AbbVie
ABBV
+$1.53M
5
BXMT icon
Blackstone Mortgage Trust
BXMT
+$1.42M

Top Sells

1
+$3.63M
2
+$2.22M
3
+$1.63M
4
NVDA icon
NVIDIA
NVDA
+$1.53M
5
NUE icon
Nucor
NUE
+$1.52M

Sector Composition

1 Technology 14.55%
2 Financials 8.23%
3 Healthcare 5.23%
4 Energy 4.39%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.34M 0.19%
374,510
127
$2.31M 0.19%
216,916
+9,180
128
$2.29M 0.19%
4,574
-7,261
129
$2.28M 0.19%
9,502
-9
130
$2.27M 0.19%
67,933
+50,983
131
$2.27M 0.19%
29,045
+4,394
132
$2.26M 0.18%
80,627
+34,670
133
$2.23M 0.18%
5,227
-60
134
$2.21M 0.18%
39,756
+2,703
135
$2.2M 0.18%
62,438
+6,944
136
$2.2M 0.18%
59,272
-7,049
137
$2.17M 0.18%
18,949
-121
138
$2.15M 0.18%
21,579
+4,428
139
$2.14M 0.17%
18,058
+671
140
$2.11M 0.17%
57,035
+5,695
141
$2.09M 0.17%
8,379
+721
142
$2.06M 0.17%
36,563
+2,665
143
$2.01M 0.16%
101,268
+17,927
144
$1.96M 0.16%
24,228
-27
145
$1.95M 0.16%
17,929
-91
146
$1.94M 0.16%
38,005
-423
147
$1.94M 0.16%
5,308
-55
148
$1.93M 0.16%
66,834
+3,104
149
$1.93M 0.16%
15,600
+15
150
$1.92M 0.16%
49,072
+1,333
4 5
6
7 8