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
$150M
AUM Growth
-$4.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$343K
3
+$281K
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$256K
5
AMGN icon
Amgen
AMGN
+$209K

Top Sells

1
+$694K
2
+$694K
3
+$582K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$447K
5
META icon
Meta Platforms (Facebook)
META
+$406K

Sector Composition

1 Technology 5.29%
2 Healthcare 4.02%
3 Financials 1.91%
4 Consumer Staples 1.76%
5 Communication Services 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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83
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85
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86
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87
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4