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
$891M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.76M
3
+$5.48M
4
AAPL icon
Apple
AAPL
+$4.71M
5
JPM icon
JPMorgan Chase
JPM
+$4.59M

Top Sells

1
+$11.6M
2
+$2.88M
3
+$1.52M
4
DTE icon
DTE Energy
DTE
+$1.46M
5
OGS icon
ONE Gas
OGS
+$1.38M

Sector Composition

1 Technology 10.19%
2 Financials 7.81%
3 Healthcare 6.72%
4 Energy 6.32%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.53M 0.17%
43,266
+35,660
152
$1.53M 0.17%
6,593
+276
153
$1.52M 0.17%
+2,972
154
$1.52M 0.17%
6,477
-95
155
$1.52M 0.17%
84,160
+1,463
156
$1.49M 0.17%
24,342
-2,736
157
$1.49M 0.17%
32,237
+6,797
158
$1.48M 0.17%
171,321
-36,158
159
$1.47M 0.16%
+3,915
160
$1.46M 0.16%
41,757
+33,954
161
$1.42M 0.16%
8,273
-80
162
$1.42M 0.16%
61,961
+1,590
163
$1.4M 0.16%
+41,530
164
$1.4M 0.16%
52,920
+1,898
165
$1.38M 0.15%
+6,151
166
$1.38M 0.15%
18,688
+566
167
$1.35M 0.15%
+63,950
168
$1.35M 0.15%
24,374
-600
169
$1.33M 0.15%
+14,059
170
$1.32M 0.15%
14,049
+3,191
171
$1.31M 0.15%
65,406
-1,825
172
$1.31M 0.15%
+30,058
173
$1.31M 0.15%
27,573
-4,928
174
$1.31M 0.15%
+119,153
175
$1.29M 0.14%
11,701
-11,693
5 6
7
8 9