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
$638M
AUM Growth
-$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$848K
3
+$843K
4
AB icon
AllianceBernstein
AB
+$764K
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$733K

Top Sells

1
+$4.07M
2
+$981K
3
+$927K
4
ITW icon
Illinois Tool Works
ITW
+$865K
5
ORCL icon
Oracle
ORCL
+$837K

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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