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
$110M
AUM Growth
+$535K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$961K
2
+$615K
3
+$533K
4
NFLX icon
Netflix
NFLX
+$295K
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$291K

Top Sells

1
+$772K
2
+$661K
3
+$465K
4
EA icon
Electronic Arts
EA
+$305K
5
VZ icon
Verizon
VZ
+$218K

Sector Composition

1 Technology 6.87%
2 Financials 6.73%
3 Consumer Staples 4.83%
4 Healthcare 4.04%
5 Industrials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$23K 0.02%
+675
152
$7K 0.01%
11,605
153
– –
-7,436
154
– –
-14,624
155
– –
-21,422
156
– –
-2,900
3 4 5 6
7