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
51
$501K 0.14%
7,405
-272
52
$418K 0.11%
2,964
+14
53
$412K 0.11%
5,275
+135
54
$388K 0.11%
5,039
+1
55
$370K 0.1%
1,400
56
$367K 0.1%
20,796
57
$365K 0.1%
1,759
+7
58
$361K 0.1%
5,809
+15
59
$347K 0.09%
7,526
60
$335K 0.09%
4,388
61
$324K 0.09%
2,158
-417
62
$316K 0.09%
3,798
+200
63
$309K 0.08%
1,899
+1
64
$306K 0.08%
3,188
-2,121
65
$306K 0.08%
1,302
+17
66
$306K 0.08%
4,010
67
$301K 0.08%
6,519
-92
68
$292K 0.08%
784
-55
69
$285K 0.08%
1,972
-280
70
$267K 0.07%
3,277
-481
71
$259K 0.07%
4,292
+5
72
$258K 0.07%
20,000
73
$258K 0.07%
+1,717
74
$255K 0.07%
+10,580
75
$252K 0.07%
4,665
-708
1 2
3
4