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
$949M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$2.81M
3
+$1.84M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.77M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.28M

Top Sells

1
+$890K
2
+$865K
3
+$254K
4
D icon
Dominion Energy
D
+$235K
5
CB icon
Chubb
CB
+$202K

Sector Composition

1 Technology 7.52%
2 Financials 2.3%
3 Consumer Discretionary 1.73%
4 Communication Services 1.36%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.77M 0.61%
30,277
+189
27
$4.78M 0.5%
183,170
+30,095
28
$4.67M 0.49%
17,515
+2,230
29
$4.57M 0.48%
19,026
+780
30
$4.33M 0.46%
10,719
+725
31
$3.69M 0.39%
47,400
-65
32
$3.59M 0.38%
72,604
+15,365
33
$3.24M 0.34%
3,532
+339
34
$2.81M 0.3%
16,869
+232
35
$2.79M 0.29%
8,662
-2,685
36
$2.73M 0.29%
4,668
37
$2.2M 0.23%
7,582
-46
38
$2.12M 0.22%
2,741
+210
39
$2.11M 0.22%
16,625
40
$2.01M 0.21%
8,298
41
$1.7M 0.18%
9,579
-10
42
$1.37M 0.14%
7,009
43
$1.37M 0.14%
5,720
+730
44
$1.3M 0.14%
6,865
+1,319
45
$1.2M 0.13%
1,343
+267
46
$1.09M 0.11%
10,143
+2
47
$1.07M 0.11%
2,763
+418
48
$1.03M 0.11%
9,120
+244
49
$934K 0.1%
6,140
-325
50
$904K 0.1%
3,886
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