NFG

Nadler Financial Group Portfolio holdings

AUM $1.08B
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$1.92M
3
+$1.43M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$991K

Top Sells

1
+$536K
2
+$322K
3
+$202K
4
VUG icon
Vanguard Growth ETF
VUG
+$190K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$141K

Sector Composition

1 Technology 5.96%
2 Consumer Discretionary 2.14%
3 Healthcare 2.01%
4 Communication Services 1.64%
5 Financials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$201K 0.05%
+2,640
102
$181K 0.04%
11,310
103
$123K 0.03%
2,583
104
– –
-3
1 2 3 4
5