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
$109M
AUM Growth
+$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$465K
2 +$441K
3 +$305K
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$277K
5
COST icon
Costco
COST
+$222K

Top Sells

1 +$335K
2 +$313K
3 +$266K
4
EMR icon
Emerson Electric
EMR
+$236K
5
CEM
ClearBridge MLP and Midstream Fund Inc.
CEM
+$236K

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 Change
in Stake
Capital Flow
151
-3,177