NFG
Nadler Financial Group Portfolio holdings
AUM
$977M
This Quarter Return
+4.71%
1 Year Return
+15.81%
3 Year Return
+67.75%
5 Year Return
+109%
10 Year Return
+238.26%
AUM
$559M
AUM Growth
+$559M
(+6.9%)
Cap. Flow
+$16.6M
Cap. Flow
% of AUM
2.97%
Top 10 Holdings %
Top 10 Hldgs %
63.62%
Holding
131
New
20
Increased
56
Reduced
34
Closed
2
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$3.11M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.26M |
| 3 |
iShares Gold Trust
IAU
|
$2.15M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.74M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$1.67M |
Top Sells
| 1 |
Williams-Sonoma
WSM
|
$1.21M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$1.01M |
| 3 |
SPDR Gold Trust
GLD
|
$579K |
| 4 |
Vanguard Health Care ETF
VHT
|
$549K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$437K |
Sector Composition
| 1 | Technology | 6.99% |
| 2 | Consumer Discretionary | 3.24% |
| 3 | Financials | 2.74% |
| 4 | Communication Services | 1.85% |
| 5 | Healthcare | 1.67% |
