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
$1.22B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.18M
3
+$1.7M
4
ABBV icon
AbbVie
ABBV
+$1.53M
5
BXMT icon
Blackstone Mortgage Trust
BXMT
+$1.42M

Top Sells

1
+$3.63M
2
+$2.22M
3
+$1.63M
4
NVDA icon
NVIDIA
NVDA
+$1.53M
5
NUE icon
Nucor
NUE
+$1.52M

Sector Composition

1 Technology 14.55%
2 Financials 8.23%
3 Healthcare 5.23%
4 Energy 4.39%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.6M 0.13%
8,755
-10
177
$1.59M 0.13%
9,172
+335
178
$1.58M 0.13%
7,426
+244
179
$1.57M 0.13%
10,864
-118
180
$1.52M 0.12%
33,319
+8,414
181
$1.52M 0.12%
36,389
+8,020
182
$1.52M 0.12%
44,239
+3,628
183
$1.52M 0.12%
19,673
+631
184
$1.52M 0.12%
3,402
+271
185
$1.51M 0.12%
36,818
-258
186
$1.51M 0.12%
67,809
-2,155
187
$1.49M 0.12%
8,589
-74
188
$1.48M 0.12%
16,826
+1,590
189
$1.47M 0.12%
9,349
-33
190
$1.45M 0.12%
16,492
+5,980
191
$1.44M 0.12%
47,502
-521
192
$1.43M 0.12%
11,197
+2,246
193
$1.43M 0.12%
482
+131
194
$1.43M 0.12%
8,180
-73
195
$1.43M 0.12%
6,842
+11
196
$1.42M 0.12%
14,586
+436
197
$1.41M 0.12%
18,725
+398
198
$1.41M 0.12%
3,020
+169
199
$1.41M 0.12%
44,956
-800
200
$1.41M 0.12%
7,729
+200
6 7
8
9 10