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NFG

Nadler Financial Group Portfolio holdings

AUM $1.04B
1-Year Est. Return 19.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$7.58M
3
+$3.98M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.55M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.08M

Top Sells

1
+$11.1M
2
+$4.49M
3
+$3.65M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.44M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.26M

Sector Composition

1 Technology 6.23%
2 Financials 2.74%
3 Consumer Discretionary 1.54%
4 Communication Services 1.48%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$557K 0.05%
3,890
+30
77
$539K 0.05%
21,135
-3,422
78
$518K 0.05%
4,326
+20
79
$505K 0.05%
2,058
+80
80
$503K 0.05%
13,660
81
$496K 0.05%
5,905
+111
82
$488K 0.05%
1,621
+288
83
$470K 0.04%
1,028
-398
84
$469K 0.04%
3,052
+200
85
$467K 0.04%
3,332
-102
86
$453K 0.04%
2,801
-50
87
$453K 0.04%
4,775
88
$441K 0.04%
4,400
+205
89
$440K 0.04%
2,413
+285
90
$435K 0.04%
12,325
91
$431K 0.04%
8,345
-180
92
$424K 0.04%
1,277
+100
93
$419K 0.04%
1,484
-49
94
$414K 0.04%
10,840
95
$385K 0.04%
1,030
96
$373K 0.04%
3,155
+40
97
$370K 0.04%
3,968
98
$367K 0.04%
5,000
99
$355K 0.03%
1,296
100
$318K 0.03%
1,178
2 3
4
5 6