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
$1.22B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.18M
3
+$1.7M
4
ABBV icon
AbbVie
ABBV
+$1.53M
5
BXMT icon
Blackstone Mortgage Trust
BXMT
+$1.42M

Top Sells

1
+$3.63M
2
+$2.22M
3
+$1.63M
4
NVDA icon
NVIDIA
NVDA
+$1.53M
5
NUE icon
Nucor
NUE
+$1.52M

Sector Composition

1 Technology 14.55%
2 Financials 8.23%
3 Healthcare 5.23%
4 Energy 4.39%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.92M 0.16%
39,425
-99
152
$1.91M 0.16%
79,893
-3,487
153
$1.9M 0.15%
7,316
-73
154
$1.89M 0.15%
5,681
+42
155
$1.89M 0.15%
8,661
-177
156
$1.89M 0.15%
8,399
+292
157
$1.88M 0.15%
34,316
-2,335
158
$1.88M 0.15%
55,354
+3,004
159
$1.86M 0.15%
24,275
-168
160
$1.85M 0.15%
44,766
+818
161
$1.84M 0.15%
8,561
+332
162
$1.84M 0.15%
9,306
-64
163
$1.82M 0.15%
89,077
-76
164
$1.8M 0.15%
36,121
+37
165
$1.76M 0.14%
3,755
-33
166
$1.73M 0.14%
313,627
-3,405
167
$1.73M 0.14%
14,328
-638
168
$1.72M 0.14%
5,931
-8
169
$1.71M 0.14%
6,646
+197
170
$1.67M 0.14%
20,293
-187
171
$1.67M 0.14%
18,907
+7,360
172
$1.67M 0.14%
12,860
-4,081
173
$1.64M 0.13%
35,440
+6,277
174
$1.63M 0.13%
19,930
+680
175
$1.62M 0.13%
6,509
-62
5 6
7
8 9