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
$677M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$2.11M
2 +$1.1M
3 +$1.06M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$924K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$707K

Top Sells

1 +$940K
2 +$376K
3 +$261K
4
MO icon
Altria Group
MO
+$207K
5
AXP icon
American Express
AXP
+$202K

Sector Composition

1 Technology 8.03%
2 Consumer Discretionary 3.08%
3 Financials 2.18%
4 Healthcare 1.75%
5 Communication Services 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$205K 0.03%
+5,110
127
$201K 0.03%
+1,900
128
$155K 0.02%
10,785
129
$149K 0.02%
11,024
130
$86K 0.01%
+1,100
131
-1,208
132
-11,319
133
-4,555