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NFG

Nadler Financial Group Portfolio holdings

AUM $1.04B
1-Year Est. Return 19.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$526M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.63M
3
+$2.53M
4
VTV icon
Vanguard Value ETF
VTV
+$2.15M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.82M

Top Sells

1
+$4.19M
2
+$797K
3
+$472K
4
TBX icon
ProShares Short 7-10 Year Treasury
TBX
+$372K
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$365K

Sector Composition

1 Technology 6.34%
2 Consumer Discretionary 2.47%
3 Financials 2.03%
4 Healthcare 1.69%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6K ﹤0.01%
67
102
– –
-2,734
103
– –
-2,356
104
– –
-8,850
105
– –
-9,737
106
– –
-2,346
107
– –
-7,050
108
– –
-2,940
109
– –
-13,815
110
– –
-1,226
111
– –
-10,835
1 2 3 4
5