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
$451M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$1.55M
3
+$1.04M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.01M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$989K

Top Sells

1
+$590K
2
+$319K
3
+$316K
4
AAPL icon
Apple
AAPL
+$283K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$271K

Sector Composition

1 Technology 8.34%
2 Consumer Discretionary 3.25%
3 Financials 2.15%
4 Healthcare 1.94%
5 Communication Services 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,580
102
– –
-2,692
1 2 3 4
5