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
$146M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Sells

1 +$330K
2 +$257K
3 +$227K
4
KHC icon
Kraft Heinz
KHC
+$223K
5
DUK icon
Duke Energy
DUK
+$214K

Sector Composition

1 Technology 6.66%
2 Financials 4.84%
3 Healthcare 4.45%
4 Industrials 3.86%
5 Consumer Discretionary 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10,400
177
-4,586