NFG

Nations Financial Group Portfolio holdings

AUM $1.9B
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$4.03M
3
+$3.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M
5
TSM icon
TSMC
TSM
+$2.65M

Top Sells

1
+$5.44M
2
+$4.4M
3
+$3.73M
4
VAL icon
Valaris
VAL
+$2.88M
5
UNH icon
UnitedHealth
UNH
+$2.52M

Sector Composition

1 Technology 14.29%
2 Financials 8.33%
3 Communication Services 3.79%
4 Consumer Discretionary 3.65%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.9M 0.2%
10,012
-158
127
$2.87M 0.2%
31,271
-1,237
128
$2.86M 0.2%
18,611
+1,187
129
$2.81M 0.19%
64,432
+82
130
$2.81M 0.19%
17,982
+739
131
$2.8M 0.19%
31,335
+2,178
132
$2.79M 0.19%
15,672
+164
133
$2.78M 0.19%
112,759
+11,353
134
$2.77M 0.19%
9,487
-4,145
135
$2.74M 0.19%
26,246
+95
136
$2.73M 0.19%
3,505
+56
137
$2.72M 0.19%
20,035
+50
138
$2.71M 0.19%
10,964
-89
139
$2.66M 0.18%
7,032
-28
140
$2.63M 0.18%
51,881
+740
141
$2.61M 0.18%
8,939
-54
142
$2.59M 0.18%
13,259
+259
143
$2.59M 0.18%
30,902
+1,898
144
$2.58M 0.18%
27,872
-1,096
145
$2.56M 0.18%
8,009
-21
146
$2.52M 0.17%
49,567
+3,370
147
$2.48M 0.17%
28,915
+3,074
148
$2.47M 0.17%
14,655
+1
149
$2.44M 0.17%
41,852
-6
150
$2.43M 0.17%
9,433
-1
4 5
6
7 8