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
$949M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$2.81M
3
+$1.84M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.77M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.28M

Top Sells

1
+$890K
2
+$865K
3
+$254K
4
D icon
Dominion Energy
D
+$235K
5
CB icon
Chubb
CB
+$202K

Sector Composition

1 Technology 7.52%
2 Financials 2.3%
3 Consumer Discretionary 1.73%
4 Communication Services 1.36%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$264K 0.03%
1,255
-65
102
$263K 0.03%
1,365
103
$260K 0.03%
+3,435
104
$257K 0.03%
2,190
105
$255K 0.03%
1,000
106
$255K 0.03%
2,630
107
$254K 0.03%
1,500
108
$249K 0.03%
4,733
109
$242K 0.03%
+3,267
110
$241K 0.03%
6,031
+20
111
$240K 0.03%
+974
112
$233K 0.02%
+1,005
113
$231K 0.02%
500
+37
114
$227K 0.02%
5,374
115
$226K 0.02%
763
116
$223K 0.02%
+4,939
117
$219K 0.02%
865
118
$218K 0.02%
1,655
119
$216K 0.02%
953
120
$214K 0.02%
1,178
-12
121
$213K 0.02%
10,832
122
$211K 0.02%
943
123
$208K 0.02%
1,249
124
$207K 0.02%
2,460
-266
125
$203K 0.02%
2,350
-375
2 3 4
5
6