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
$304M
AUM Growth
+$9.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$1.47M
2 +$1.21M
3 +$1.12M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$870K
5
VUG icon
Vanguard Growth ETF
VUG
+$839K

Top Sells

1 +$2.03M
2 +$1.72M
3 +$735K
4
VB icon
Vanguard Small-Cap ETF
VB
+$536K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$304K

Sector Composition

1 Technology 4.6%
2 Healthcare 1.84%
3 Communication Services 1.68%
4 Financials 1.41%
5 Consumer Staples 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,516
77
-3,792
78
-5,155
79
-10,500
80
-3,970
81
-9,555