NFG

Nadler Financial Group Portfolio holdings

AUM $903M
This Quarter Return
-3.63%
1 Year Return
+8.49%
3 Year Return
+28.23%
5 Year Return
+132.77%
10 Year Return
+204.03%
AUM
$903M
AUM Growth
-$46.6M
Cap. Flow
-$5.41M
Cap. Flow %
-0.6%
Top 10 Hldgs %
61.97%
Holding
133
New
5
Increased
49
Reduced
40
Closed
9

Sector Composition

1Technology6.64%
2Financials2.94%
3Consumer Discretionary1.54%
4Communication Services1.25%
5Healthcare1.01%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-943
Closed
-$211K
-865
Closed
-$219K
-2,460
Closed
-$207K
-3,435
Closed
-$260K
-2,350
Closed
-$203K
-2,953
Closed
-$454K
-2,190
Closed
-$257K
-6,031
Closed
-$241K