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
$1.45B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$4.03M
3
+$3.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M
5
TSM icon
TSMC
TSM
+$2.65M

Top Sells

1
+$5.44M
2
+$4.4M
3
+$3.73M
4
VAL icon
Valaris
VAL
+$2.88M
5
UNH icon
UnitedHealth
UNH
+$2.52M

Sector Composition

1 Technology 14.29%
2 Financials 8.33%
3 Communication Services 3.79%
4 Consumer Discretionary 3.65%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.43M 0.17%
29,244
-252
152
$2.39M 0.16%
17,735
-1,229
153
$2.38M 0.16%
+10,326
154
$2.37M 0.16%
17,971
-4,202
155
$2.36M 0.16%
76,908
-1,112
156
$2.33M 0.16%
12,528
+9,981
157
$2.32M 0.16%
15,932
-236
158
$2.32M 0.16%
37,150
+16,341
159
$2.32M 0.16%
42,583
-73
160
$2.29M 0.16%
+8,323
161
$2.29M 0.16%
7,097
+2,678
162
$2.28M 0.16%
65,868
+6,439
163
$2.24M 0.15%
24,383
+809
164
$2.24M 0.15%
77,640
+3,214
165
$2.23M 0.15%
16,880
+2,564
166
$2.21M 0.15%
45,077
+3,801
167
$2.2M 0.15%
7,347
-106
168
$2.19M 0.15%
91,899
+7,042
169
$2.18M 0.15%
63,792
+3,553
170
$2.17M 0.15%
30,300
+5,000
171
$2.12M 0.15%
18,051
-52
172
$2.11M 0.15%
87,137
-55,157
173
$2.11M 0.15%
49,778
+492
174
$2.11M 0.14%
48,585
-481
175
$2.1M 0.14%
8,381
-270
5 6
7
8 9