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
$405M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$3.31M
2 +$1.96M
3 +$1.49M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.1M
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$1.04M

Top Sells

1 +$555K
2 +$340K
3 +$214K
4
VUG icon
Vanguard Growth ETF
VUG
+$200K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$147K

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