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
$159M
AUM Growth
+$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$5.8M
2 +$1.32M
3 +$1.14M
4
DVY icon
iShares Select Dividend ETF
DVY
+$759K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$711K

Sector Composition

1 Technology 5.52%
2 Healthcare 4.05%
3 Consumer Staples 1.79%
4 Financials 1.77%
5 Communication Services 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,425
77
-3,050