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
201
$1.41M 0.11%
5,535
+1,413
202
$1.4M 0.11%
29,082
+1,095
203
$1.4M 0.11%
61,440
204
$1.39M 0.11%
8,772
-9,585
205
$1.39M 0.11%
28,175
-7,175
206
$1.38M 0.11%
27,792
+10,747
207
$1.38M 0.11%
21,613
-7,425
208
$1.38M 0.11%
1,529
+78
209
$1.37M 0.11%
6,843
-185
210
$1.37M 0.11%
44,990
+25
211
$1.37M 0.11%
74,385
+875
212
$1.35M 0.11%
30,731
+1,384
213
$1.35M 0.11%
2,433
+166
214
$1.35M 0.11%
3,495
+33
215
$1.34M 0.11%
21,025
-616
216
$1.28M 0.1%
33,807
-9,502
217
$1.28M 0.1%
35,941
+15,977
218
$1.27M 0.1%
3,724
+102
219
$1.26M 0.1%
17,524
-101
220
$1.26M 0.1%
16,038
+584
221
$1.25M 0.1%
34,750
+1,800
222
$1.25M 0.1%
27,320
-2,942
223
$1.23M 0.1%
+38,085
224
$1.21M 0.1%
10,617
+465
225
$1.21M 0.1%
15,825
-163
7 8
9
10 11