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
$613M
AUM Growth
+$2.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.87M
3
+$1.76M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.47M
5
IAU icon
iShares Gold Trust
IAU
+$1.17M

Top Sells

1
+$2.14M
2
+$1.12M
3
+$1.1M
4
CME icon
CME Group
CME
+$1.06M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$998K

Sector Composition

1 Technology 7.18%
2 Consumer Discretionary 3.15%
3 Financials 2.49%
4 Communication Services 1.75%
5 Healthcare 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.31M 0.54%
12,137
-610
27
$3.3M 0.54%
42,245
-4,360
28
$2.83M 0.46%
47,520
-1,890
29
$2.79M 0.46%
20,590
-50
30
$2.74M 0.45%
12,548
-5,035
31
$2.58M 0.42%
+78,669
32
$2.39M 0.39%
9,895
+27
33
$2.31M 0.38%
26,571
+38
34
$2.15M 0.35%
18,232
+359
35
$1.86M 0.3%
16,575
+1,345
36
$1.83M 0.3%
13,108
+825
37
$1.82M 0.3%
16,090
+930
38
$1.8M 0.29%
16,728
+837
39
$1.71M 0.28%
18,205
-1,185
40
$1.57M 0.26%
9,286
-102
41
$1.56M 0.25%
3,471
+20
42
$1.49M 0.24%
4,376
-11
43
$1.43M 0.23%
33,265
+360
44
$1.36M 0.22%
65,530
+170
45
$1.14M 0.19%
7,554
+4
46
$1.12M 0.18%
7,266
-10
47
$1.01M 0.16%
6,158
+98
48
$996K 0.16%
3,033
-2
49
$990K 0.16%
6,130
+213
50
$961K 0.16%
2,497
-5
1
2
3 4 5