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
$314M
AUM Growth
+$9.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$21.9M
2 +$240K
3 +$218K
4
MO icon
Altria Group
MO
+$215K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$215K

Top Sells

1 +$17.9M
2 +$11.4M
3 +$5.53M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.91M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.72M

Sector Composition

1 Technology 5.18%
2 Healthcare 1.88%
3 Communication Services 1.76%
4 Consumer Discretionary 1.68%
5 Financials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$213K 0.07%
4,271
+368
77
$207K 0.07%
11,070
78
$202K 0.06%
+1,145
79
0
80
$7K ﹤0.01%
550
81
-10,580
82
-768
83
-6,520
84
-7,526