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
$370M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$364K
3
+$361K
4
V icon
Visa
V
+$258K
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$255K

Top Sells

1
+$2.37M
2
+$1.66M
3
+$1.43M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.3M
5
AAPL icon
Apple
AAPL
+$1.03M

Sector Composition

1 Technology 4.99%
2 Financials 1.86%
3 Healthcare 1.74%
4 Communication Services 1.57%
5 Consumer Discretionary 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$250K 0.07%
983
77
$245K 0.07%
7,555
+230
78
$225K 0.06%
+1,440
79
$223K 0.06%
+3,861
80
$217K 0.06%
12,905
81
$216K 0.06%
1,667
+4
82
$208K 0.06%
+3,811
83
$202K 0.05%
+2,324
84
$200K 0.05%
3,794
-250
85
$14K ﹤0.01%
550
86
– –
-4,009
87
– –
-10,050
88
– –
-4,784
1 2 3
4