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
$167M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$1.82M
3
+$1.43M
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$1.27M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$933K

Top Sells

1
+$4.93M
2
+$479K
3
+$277K
4
DE icon
Deere & Co
DE
+$265K
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$232K

Sector Composition

1 Technology 5.44%
2 Healthcare 3.73%
3 Consumer Staples 2.2%
4 Communication Services 1.83%
5 Financials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$124K 0.07%
+61,130
77
$112K 0.07%
1
78
$71K 0.04%
530
-153
79
– –
-2,922
80
– –
-4,700
81
– –
-22,400
82
– –
-7,200
83
– –
-600
1 2 3
4