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
$611M
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$3.21M
2 +$1.67M
3 +$1.66M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.27M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.13M

Top Sells

1 +$2.2M
2 +$690K
3 +$505K
4
COF icon
Capital One
COF
+$475K
5
GLD icon
SPDR Gold Trust
GLD
+$416K

Sector Composition

1 Technology 7.08%
2 Consumer Discretionary 2.99%
3 Financials 2.66%
4 Communication Services 1.82%
5 Healthcare 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$164K 0.03%
+11,012
127
$164K 0.03%
2,451
+210
128
$124K 0.02%
10,924
+265
129
-739
130
-2,459
131
-4,075
132
-566
133
-2,323
134
-1,612