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
201
$1.13M 0.13%
8,713
-4,894
202
$1.12M 0.13%
7,976
+1,176
203
$1.12M 0.13%
6,452
+2,194
204
$1.12M 0.13%
16,421
-135
205
$1.12M 0.13%
5,216
+147
206
$1.12M 0.13%
22,735
+17,574
207
$1.12M 0.13%
14,214
-15
208
$1.11M 0.13%
4,653
-864
209
$1.11M 0.12%
18,050
-86
210
$1.1M 0.12%
4,451
+220
211
$1.1M 0.12%
+26,762
212
$1.09M 0.12%
12,309
+345
213
$1.08M 0.12%
8,347
+1,082
214
$1.07M 0.12%
6,833
+1,758
215
$1.07M 0.12%
5,596
+52
216
$1.06M 0.12%
40,182
-28,067
217
$1.05M 0.12%
42,581
-4,631
218
$1.03M 0.12%
9,029
-3,000
219
$1.02M 0.11%
+11,283
220
$1.02M 0.11%
45,161
-4,882
221
$1.01M 0.11%
13,674
+5,782
222
$1.01M 0.11%
27,903
-30
223
$1,000K 0.11%
21,926
+7
224
$999K 0.11%
51,672
+9,350
225
$996K 0.11%
34,312
+237
7 8
9
10 11