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
$294M
AUM Growth
+$7.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$2.55M
2 +$1.9M
3 +$378K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$326K
5
VTV icon
Vanguard Value ETF
VTV
+$326K

Sector Composition

1 Technology 4.5%
2 Healthcare 1.82%
3 Communication Services 1.67%
4 Financials 1.31%
5 Consumer Staples 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$101K 0.03%
+1,000
77
$85K 0.03%
10,500
78
$30K 0.01%
500
79
-13,286
80
-5,280
81
-6,366
82
-20,000