NFG
Nations Financial Group Portfolio holdings
AUM
$1.45B
This Quarter Return
+4.93%
1 Year Return
+25.8%
3 Year Return
+79.97%
5 Year Return
+141.16%
10 Year Return
–
AUM
$109M
AUM Growth
+$109M
(+5.9%)
Cap. Flow
+$2.45M
Cap. Flow
% of AUM
2.25%
Top 10 Holdings %
Top 10 Hldgs %
34.79%
Holding
151
New
8
Increased
86
Reduced
37
Closed
5
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 6.46% |
| 2 | Financials | 5.6% |
| 3 | Consumer Staples | 5.43% |
| 4 | Healthcare | 4.14% |
| 5 | Industrials | 4.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.1B
| – | – |
-7,285
| Closed | -$313K |
|