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
$254M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$4.74M
2 +$1.95M
3 +$1.78M
4
VTV icon
Vanguard Value ETF
VTV
+$1.26M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.25M

Top Sells

1 +$3.57M
2 +$1.35M
3 +$260K
4
LUV icon
Southwest Airlines
LUV
+$231K
5
HSY icon
Hershey
HSY
+$222K

Sector Composition

1 Technology 3.58%
2 Healthcare 2.28%
3 Communication Services 1.67%
4 Financials 1.34%
5 Consumer Staples 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$209K 0.08%
+2,139
77
$160K 0.06%
13,280
-2,124
78
$85K 0.03%
10,500
79
$77K 0.03%
500
80
-713
81
-1,960
82
-5,882
83
-5,572