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
$949M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$2.81M
3
+$1.84M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.77M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.28M

Top Sells

1
+$890K
2
+$865K
3
+$254K
4
D icon
Dominion Energy
D
+$235K
5
CB icon
Chubb
CB
+$202K

Sector Composition

1 Technology 7.52%
2 Financials 2.3%
3 Consumer Discretionary 1.73%
4 Communication Services 1.36%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$454K 0.05%
2,953
-54
77
$447K 0.05%
1,993
78
$443K 0.05%
2,015
79
$402K 0.04%
10,840
80
$393K 0.04%
4,775
+1,500
81
$392K 0.04%
3,406
82
$392K 0.04%
8,926
-402
83
$387K 0.04%
1,978
84
$382K 0.04%
1,467
+6
85
$380K 0.04%
13,785
86
$372K 0.04%
2,912
+1,141
87
$368K 0.04%
1,865
+20
88
$362K 0.04%
1,082
89
$349K 0.04%
1,177
90
$342K 0.04%
1,030
91
$330K 0.03%
1,438
92
$323K 0.03%
4,195
93
$318K 0.03%
1,356
+415
94
$314K 0.03%
+1,557
95
$308K 0.03%
496
96
$291K 0.03%
2,009
-116
97
$280K 0.03%
+3,910
98
$278K 0.03%
+1,197
99
$271K 0.03%
+636
100
$265K 0.03%
+1,497
2 3
4
5 6