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
1
$33.3M 3.5%
202,066
+3,352
2
$24.9M 2.61%
86,277
+3,786
3
$23.2M 2.43%
75,040
-4,112
4
$21.3M 2.23%
425,650
+3,370
5
$19.3M 2.02%
182,726
+3,088
6
$16.7M 1.75%
70,741
+369
7
$13.6M 1.42%
556,896
+91,971
8
$13.4M 1.4%
63,472
+3,179
9
$12.7M 1.33%
115,877
-3,249
10
$12.1M 1.27%
37,823
+352
11
$11M 1.16%
72,981
+29
12
$10.8M 1.13%
111,550
+1,453
13
$9.86M 1.03%
355,090
+68,080
14
$9.45M 0.99%
23,081
-807
15
$9.11M 0.96%
88,602
-397
16
$8.11M 0.85%
78,514
+14,326
17
$8.1M 0.85%
200,610
+5,557
18
$7.86M 0.83%
108,100
-153
19
$7.69M 0.81%
34,112
+4,621
20
$7.44M 0.78%
53,867
+2,768
21
$7.16M 0.75%
19,026
-1,249
22
$6.93M 0.73%
65,142
+462
23
$6.73M 0.71%
51,653
-2,733
24
$6.38M 0.67%
25,572
+3,318
25
$6.27M 0.66%
98,188
+1,126
1
2 3 4 5