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
$325M
AUM Growth
-$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$803K
2 +$671K
3 +$625K
4
PTY icon
PIMCO Corporate & Income Opportunity Fund
PTY
+$387K
5
NFLX icon
Netflix
NFLX
+$225K

Top Sells

1 +$1.4M
2 +$1.23M
3 +$801K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$592K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$470K

Sector Composition

1 Technology 6.58%
2 Consumer Discretionary 2.13%
3 Healthcare 2.01%
4 Communication Services 1.68%
5 Financials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,561
102
-1,365
103
-1,712
104
-3,794
105
-1,800