NFG

Nadler Financial Group Portfolio holdings

AUM $1.08B
1-Year Est. Return 17.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$638M
AUM Growth
-$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$839K
3
+$836K
4
AB icon
AllianceBernstein
AB
+$755K
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$742K

Top Sells

1
+$3.92M
2
+$1.12M
3
+$964K
4
ITW icon
Illinois Tool Works
ITW
+$865K
5
ORCL icon
Oracle
ORCL
+$820K

Sector Composition

1 Technology 6.87%
2 Consumer Discretionary 2.77%
3 Financials 2.36%
4 Healthcare 1.59%
5 Communication Services 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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