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
$370M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$364K
3
+$361K
4
V icon
Visa
V
+$258K
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$255K

Top Sells

1
+$2.37M
2
+$1.66M
3
+$1.43M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.3M
5
AAPL icon
Apple
AAPL
+$1.03M

Sector Composition

1 Technology 4.99%
2 Financials 1.86%
3 Healthcare 1.74%
4 Communication Services 1.57%
5 Consumer Discretionary 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.35%
21,820
-20
27
$1.26M 0.34%
4,318
-5
28
$1.23M 0.33%
7,584
-400
29
$1.2M 0.32%
14,124
-107
30
$1.18M 0.32%
11,949
+2
31
$1.15M 0.31%
12,186
-35
32
$1.15M 0.31%
8,336
-492
33
$1.09M 0.3%
6,653
+159
34
$1.07M 0.29%
9,192
-145
35
$1.06M 0.29%
6,202
-18
36
$1.01M 0.27%
4,715
37
$903K 0.24%
11,324
38
$886K 0.24%
34,918
-585
39
$851K 0.23%
11,594
-98
40
$804K 0.22%
7,266
41
$765K 0.21%
14,324
-62
42
$751K 0.2%
15,888
+125
43
$671K 0.18%
1,793
-267
44
$668K 0.18%
40,630
45
$596K 0.16%
5,286
+95
46
$574K 0.16%
11,796
+49
47
$549K 0.15%
3,117
+189
48
$538K 0.15%
2,596
+51
49
$507K 0.14%
4,536
-20
50
$507K 0.14%
5,174
-2,043
1
2
3 4