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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
$1.04B
AUM Growth
-$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$3.68M
3
+$3.53M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.23M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.87M

Top Sells

1
+$22.3M
2
+$4.12M
3
+$4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.49M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.43M

Sector Composition

1 Technology 5.17%
2 Financials 2.31%
3 Communication Services 1.49%
4 Consumer Discretionary 1.39%
5 Healthcare 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QTUM icon
76
Defiance Quantum ETF
QTUM
$6.07B
$517K 0.05%
4,820
+1,035
KO icon
77
Coca-Cola
KO
$345B
$504K 0.05%
6,629
-1,357
IBM icon
78
IBM
IBM
$255B
$491K 0.05%
2,025
+2
AMGN icon
79
Amgen
AMGN
$189B
$487K 0.05%
1,385
+4
DIS icon
80
Walt Disney
DIS
$176B
$486K 0.05%
5,042
-78
DE icon
81
Deere & Co
DE
$155B
$477K 0.05%
847
-48
AVGO icon
82
Broadcom
AVGO
$1.79T
$473K 0.05%
1,527
-142
XLY icon
83
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.8B
$473K 0.05%
4,336
EIS icon
84
iShares MSCI Israel ETF
EIS
$938M
$470K 0.05%
4,050
-350
PG icon
85
Procter & Gamble
PG
$350B
$465K 0.04%
3,219
+512
AMD icon
86
Advanced Micro Devices
AMD
$827B
$463K 0.04%
2,276
-39
SO icon
87
Southern Company
SO
$106B
$461K 0.04%
4,775
PFE icon
88
Pfizer
PFE
$148B
$449K 0.04%
15,995
-657
AUB icon
89
Atlantic Union Bankshares
AUB
$5.66B
$440K 0.04%
12,325
AIVL icon
90
WisdomTree US AI Enhanced Value Fund
AIVL
$411M
$432K 0.04%
3,730
-325
BAC icon
91
Bank of America
BAC
$403B
$407K 0.04%
8,345
AB icon
92
AllianceBernstein
AB
$3.37B
$406K 0.04%
10,836
DFAC icon
93
Dimensional US Core Equity 2 ETF
DFAC
$47B
$393K 0.04%
+10,111
MDLN
94
Medline Inc
MDLN
$31.6B
$380K 0.04%
8,535
+105
BX icon
95
Blackstone
BX
$156B
$371K 0.04%
3,225
-314
ETN icon
96
Eaton
ETN
$158B
$369K 0.04%
1,031
-1
NEE icon
97
NextEra Energy
NEE
$180B
$363K 0.04%
3,910
IBIT icon
98
iShares Bitcoin Trust
IBIT
$50.1B
$363K 0.04%
9,450
+4,894
AXP icon
99
American Express
AXP
$232B
$356K 0.03%
1,177
-156
VGT icon
100
Vanguard Information Technology ETF
VGT
$143B
$353K 0.03%
4,048
2 3
4
5 6