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
51
$315K 0.19%
1,616
52
$296K 0.18%
+13,110
53
$293K 0.18%
3,232
+450
54
$281K 0.17%
2,240
-269
55
$281K 0.17%
6,734
+23
56
$280K 0.17%
2,930
+520
57
$268K 0.16%
+4,495
58
$263K 0.16%
1,873
+172
59
$260K 0.16%
+1,413
60
$255K 0.15%
2,351
+251
61
$252K 0.15%
9,095
+850
62
$239K 0.14%
6,728
+2,001
63
$239K 0.14%
6,028
64
$238K 0.14%
1,400
65
$231K 0.14%
4,940
+40
66
$231K 0.14%
8,346
+330
67
$228K 0.14%
+6,651
68
$227K 0.14%
2,685
+9
69
$227K 0.14%
3,418
+2
70
$225K 0.13%
+2,110
71
$225K 0.13%
3,734
+6
72
$215K 0.13%
4,207
-1,280
73
$205K 0.12%
+1,726
74
$204K 0.12%
+8,094
75
$132K 0.08%
43,664
+13,730
1 2
3
4