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
201
$1.15M 0.12%
14,280
+66
202
$1.15M 0.12%
10,039
+1,692
203
$1.15M 0.12%
15,046
-1,066
204
$1.14M 0.12%
14,605
+1,023
205
$1.14M 0.12%
15,898
-523
206
$1.13M 0.12%
4,935
+282
207
$1.13M 0.12%
37,638
+434
208
$1.13M 0.12%
35,012
-2,569
209
$1.11M 0.12%
20,366
+8,594
210
$1.1M 0.12%
8,393
+417
211
$1.1M 0.12%
41,720
-861
212
$1.08M 0.11%
27,333
+571
213
$1.07M 0.11%
82,776
+10,316
214
$1.07M 0.11%
13,390
-25,005
215
$1.06M 0.11%
4,464
+13
216
$1.06M 0.11%
9,169
+1,898
217
$1.06M 0.11%
+20,442
218
$1.05M 0.11%
44,377
-784
219
$1.04M 0.11%
5,818
+754
220
$1.03M 0.11%
12,000
221
$1.03M 0.11%
21,767
-159
222
$1.03M 0.11%
21,352
+1,024
223
$1.02M 0.11%
43,530
+2,000
224
$1.02M 0.11%
35,870
+2,121
225
$1.01M 0.11%
8,592
+468
7 8
9
10 11