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

Top Buys

1 +$4.87M
2 +$1.61M
3 +$1.04M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$999K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$974K

Top Sells

1 +$591K
2 +$328K
3 +$316K
4
AAPL icon
Apple
AAPL
+$301K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$279K

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
-2,692
102
-8,395