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
$891M
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.76M
3
+$5.48M
4
AAPL icon
Apple
AAPL
+$4.71M
5
JPM icon
JPMorgan Chase
JPM
+$4.59M

Top Sells

1
+$11.6M
2
+$2.88M
3
+$1.52M
4
DTE icon
DTE Energy
DTE
+$1.46M
5
OGS icon
ONE Gas
OGS
+$1.38M

Sector Composition

1 Technology 10.19%
2 Financials 7.81%
3 Healthcare 6.72%
4 Energy 6.32%
5 Industrials 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.29M 0.14%
37,581
-938
177
$1.27M 0.14%
60,695
178
$1.27M 0.14%
13,018
+4,240
179
$1.27M 0.14%
84,090
+45
180
$1.26M 0.14%
9,532
-126
181
$1.25M 0.14%
51,991
-7,377
182
$1.25M 0.14%
9,411
+173
183
$1.25M 0.14%
7,852
+18
184
$1.23M 0.14%
24,904
+16,968
185
$1.21M 0.14%
43,607
+1,278
186
$1.21M 0.14%
16,112
-2,976
187
$1.2M 0.13%
7,927
+333
188
$1.2M 0.13%
8,460
-16
189
$1.2M 0.13%
8,773
+128
190
$1.19M 0.13%
44,416
+1,673
191
$1.19M 0.13%
4,479
+332
192
$1.18M 0.13%
13,633
-21
193
$1.18M 0.13%
44,792
+1,822
194
$1.18M 0.13%
39,963
+2,801
195
$1.17M 0.13%
17,543
+254
196
$1.17M 0.13%
11,689
+157
197
$1.15M 0.13%
18,218
-954
198
$1.15M 0.13%
37,204
-308
199
$1.15M 0.13%
3,308
-22
200
$1.14M 0.13%
+13,582
6 7
8
9 10