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
$125M
AUM Growth
-$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$1.62M
2 +$438K
3 +$396K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$344K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$305K

Top Sells

1 +$1.76M
2 +$670K
3 +$526K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$416K
5
NVDA icon
NVIDIA
NVDA
+$353K

Sector Composition

1 Technology 6.18%
2 Financials 5.67%
3 Healthcare 4.72%
4 Consumer Staples 3.95%
5 Industrials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-4,769