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
$953M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.37M
3
+$2.24M
4
NVO icon
Novo Nordisk
NVO
+$2.17M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.96M

Top Sells

1
+$2.73M
2
+$2.63M
3
+$2.5M
4
PBR icon
Petrobras
PBR
+$2.1M
5
ADM icon
Archer Daniels Midland
ADM
+$1.99M

Sector Composition

1 Technology 12.55%
2 Financials 6.84%
3 Healthcare 5.74%
4 Energy 5.31%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.65M 0.17%
15,497
-61
152
$1.64M 0.17%
15,770
+3,461
153
$1.61M 0.17%
22,138
-15,230
154
$1.61M 0.17%
16,864
+2,805
155
$1.55M 0.16%
17,822
+1,765
156
$1.53M 0.16%
8,359
+86
157
$1.52M 0.16%
172,784
+1,463
158
$1.51M 0.16%
7,773
+1,321
159
$1.5M 0.16%
50,435
-19,713
160
$1.47M 0.15%
30,634
+3,061
161
$1.45M 0.15%
83,059
-1,101
162
$1.45M 0.15%
6,479
+2
163
$1.44M 0.15%
19,069
+381
164
$1.43M 0.15%
51,748
-1,172
165
$1.42M 0.15%
21,367
+1,130
166
$1.42M 0.15%
+31,454
167
$1.4M 0.15%
10,973
-728
168
$1.37M 0.14%
6,343
+192
169
$1.37M 0.14%
+205,807
170
$1.37M 0.14%
44,534
+4,571
171
$1.37M 0.14%
58,129
+18,373
172
$1.35M 0.14%
9,409
-123
173
$1.34M 0.14%
11,894
-1,124
174
$1.34M 0.14%
82,968
-1,122
175
$1.33M 0.14%
14,060
+11
5 6
7
8 9