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
$138M
AUM Growth
-$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$828K
3
+$466K
4
F icon
Ford
F
+$286K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$271K

Top Sells

1
+$6.93M
2
+$498K
3
+$360K
4
MMM icon
3M
MMM
+$352K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$346K

Sector Composition

1 Technology 4.9%
2 Healthcare 3.88%
3 Consumer Staples 1.99%
4 Communication Services 1.95%
5 Financials 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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