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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
$1.05B
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$7.58M
3
+$3.98M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.55M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.08M

Top Sells

1
+$11.1M
2
+$4.49M
3
+$3.65M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.44M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.26M

Sector Composition

1 Technology 6.23%
2 Financials 2.74%
3 Consumer Discretionary 1.54%
4 Communication Services 1.48%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$309K 0.03%
1,540
+175
102
$303K 0.03%
4,939
103
$295K 0.03%
3,910
104
$295K 0.03%
636
105
$289K 0.03%
470
-1
106
$284K 0.03%
3,167
107
$283K 0.03%
859
108
$281K 0.03%
353
109
$281K 0.03%
1,500
110
$276K 0.03%
1,249
-145
111
$266K 0.03%
1,590
+170
112
$260K 0.02%
1,313
-125
113
$258K 0.02%
+9,361
114
$257K 0.02%
1,000
115
$255K 0.02%
1,655
116
$253K 0.02%
4,132
117
$246K 0.02%
4,733
118
$243K 0.02%
1,563
+6
119
$241K 0.02%
1,186
+40
120
$241K 0.02%
+923
121
$239K 0.02%
5,374
122
$238K 0.02%
1,691
123
$231K 0.02%
728
-35
124
$229K 0.02%
3,460
+12
125
$224K 0.02%
290
2 3 4
5
6