NFG

Nations Financial Group Portfolio holdings

AUM $1.9B
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$4.03M
3
+$3.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.83M
5
TSM icon
TSMC
TSM
+$2.65M

Top Sells

1
+$5.44M
2
+$4.4M
3
+$3.73M
4
VAL icon
Valaris
VAL
+$2.88M
5
UNH icon
UnitedHealth
UNH
+$2.52M

Sector Composition

1 Technology 14.29%
2 Financials 8.33%
3 Communication Services 3.79%
4 Consumer Discretionary 3.65%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.1M 0.14%
5,400
-64
177
$2.09M 0.14%
9,280
-48
178
$2.06M 0.14%
74,529
+787
179
$2.04M 0.14%
24,610
-49
180
$2.04M 0.14%
67,605
-4,028
181
$2.02M 0.14%
7,862
+2
182
$1.99M 0.14%
11,233
-552
183
$1.98M 0.14%
3,882
+183
184
$1.97M 0.14%
18,958
+13,757
185
$1.96M 0.13%
6,861
186
$1.96M 0.13%
103,233
+1,259
187
$1.9M 0.13%
36,276
-282
188
$1.88M 0.13%
4,216
+174
189
$1.84M 0.13%
25,944
+2,054
190
$1.83M 0.13%
19,301
+874
191
$1.81M 0.12%
48,151
+1,238
192
$1.8M 0.12%
19,804
+1,611
193
$1.77M 0.12%
22,545
-28
194
$1.75M 0.12%
24,119
-137
195
$1.74M 0.12%
33,460
-10,466
196
$1.74M 0.12%
51,081
+675
197
$1.72M 0.12%
94,063
+1,095
198
$1.72M 0.12%
9,104
+591
199
$1.71M 0.12%
17,283
+1,425
200
$1.71M 0.12%
23,055
-55
6 7
8
9 10