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
$613M
AUM Growth
+$2.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$2.58M
2 +$1.87M
3 +$1.76M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.47M
5
IAU icon
iShares Gold Trust
IAU
+$1.17M

Top Sells

1 +$2.14M
2 +$1.12M
3 +$1.1M
4
CME icon
CME Group
CME
+$1.06M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$998K

Sector Composition

1 Technology 7.18%
2 Consumer Discretionary 3.15%
3 Financials 2.49%
4 Communication Services 1.75%
5 Healthcare 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,915
127
-4,980
128
-3,939
129
-2,451
130
-3,257
131
-10,480
132
-628
133
-4,648