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NFG

Nadler Financial Group Portfolio holdings

AUM $1.04B
1-Year Est. Return 19.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$7.58M
3
+$3.98M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.55M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.08M

Top Sells

1
+$11.1M
2
+$4.49M
3
+$3.65M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.44M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.26M

Sector Composition

1 Technology 6.23%
2 Financials 2.74%
3 Consumer Discretionary 1.54%
4 Communication Services 1.48%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.11%
73,066
52
$1.11M 0.11%
39,377
+6,229
53
$1.11M 0.11%
5,979
+190
54
$1.08M 0.1%
9,574
-996
55
$1.07M 0.1%
+11,930
56
$1.03M 0.1%
6,940
57
$970K 0.09%
2,843
+300
58
$818K 0.08%
22,305
+2,420
59
$797K 0.08%
7,735
+21
60
$775K 0.07%
1,362
+125
61
$750K 0.07%
1,571
+125
62
$745K 0.07%
25,155
63
$708K 0.07%
10,351
+928
64
$698K 0.07%
3,236
+982
65
$680K 0.06%
3,169
66
$651K 0.06%
4,637
-649
67
$640K 0.06%
3,744
-600
68
$639K 0.06%
7,365
+35
69
$638K 0.06%
1,935
+235
70
$632K 0.06%
2,240
+225
71
$615K 0.06%
5,369
-253
72
$613K 0.06%
13,785
73
$586K 0.06%
5,130
74
$568K 0.05%
8,568
-168
75
$560K 0.05%
2,006
+288
1 2
3
4 5