NFG

Nadler Financial Group Portfolio holdings

AUM $977M
1-Year Est. Return 15.81%
This Quarter Est. Return
1 Year Est. Return
+15.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$1.82M
3
+$1.43M
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$1.27M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$933K

Top Sells

1
+$4.93M
2
+$479K
3
+$277K
4
DE icon
Deere & Co
DE
+$265K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$232K

Sector Composition

1 Technology 5.44%
2 Healthcare 3.73%
3 Consumer Staples 2.2%
4 Communication Services 1.83%
5 Financials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$761K 0.46%
26,232
+4,392
27
$759K 0.45%
6,185
+487
28
$747K 0.45%
3,768
29
$721K 0.43%
15,562
-351
30
$625K 0.37%
7,720
31
$593K 0.36%
7,112
+2,543
32
$558K 0.33%
9,860
+725
33
$547K 0.33%
20,551
-179
34
$524K 0.31%
5,630
+603
35
$507K 0.3%
6,343
+2
36
$507K 0.3%
10,149
+170
37
$494K 0.3%
11,591
-282
38
$493K 0.3%
14,156
-13,741
39
$485K 0.29%
5,790
+1,192
40
$433K 0.26%
7,488
-26
41
$411K 0.25%
27,818
-9,127
42
$399K 0.24%
8,695
+2,745
43
$391K 0.23%
4,947
+134
44
$389K 0.23%
4,862
+69
45
$383K 0.23%
15,030
+141
46
$365K 0.22%
9,373
+4
47
$365K 0.22%
7,130
+1,050
48
$359K 0.22%
+1,990
49
$317K 0.19%
5,927
-298
50
$316K 0.19%
7,608
+82
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