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
$953M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.37M
3
+$2.24M
4
NVO icon
Novo Nordisk
NVO
+$2.17M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.96M

Top Sells

1
+$2.73M
2
+$2.63M
3
+$2.5M
4
PBR icon
Petrobras
PBR
+$2.1M
5
ADM icon
Archer Daniels Midland
ADM
+$1.99M

Sector Composition

1 Technology 12.55%
2 Financials 6.84%
3 Healthcare 5.74%
4 Energy 5.31%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.33M 0.14%
5,439
+223
177
$1.33M 0.14%
62,233
+272
178
$1.33M 0.14%
13,241
-392
179
$1.32M 0.14%
24,115
-227
180
$1.3M 0.14%
24,374
181
$1.28M 0.13%
9,473
+700
182
$1.27M 0.13%
8,525
-188
183
$1.26M 0.13%
63,356
-2,050
184
$1.26M 0.13%
7,949
+97
185
$1.24M 0.13%
42,515
-1,092
186
$1.23M 0.13%
37,782
-2,400
187
$1.23M 0.13%
+9,588
188
$1.22M 0.13%
43,415
-1,001
189
$1.21M 0.13%
7,954
+27
190
$1.21M 0.13%
23,816
+5,766
191
$1.2M 0.13%
59,622
+7,950
192
$1.2M 0.13%
60,695
193
$1.2M 0.13%
7,324
+491
194
$1.19M 0.13%
33,141
+3,083
195
$1.19M 0.12%
5,605
+9
196
$1.19M 0.12%
10,879
+1,850
197
$1.18M 0.12%
43,814
-978
198
$1.16M 0.12%
6,814
-1,646
199
$1.16M 0.12%
3,190
-118
200
$1.16M 0.12%
57,449
+11,037
6 7
8
9 10