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
$949M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$5.04M
2 +$2.81M
3 +$1.84M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.77M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.28M

Top Sells

1 +$890K
2 +$865K
3 +$254K
4
D icon
Dominion Energy
D
+$235K
5
CB icon
Chubb
CB
+$202K

Sector Composition

1 Technology 7.52%
2 Financials 2.3%
3 Consumer Discretionary 1.73%
4 Communication Services 1.36%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$170K 0.02%
10,505
+263
127
$139K 0.01%
15,699
+699
128
$130K 0.01%
17,094
129
-701
130
-1,122
131
-4,067
132
-10,920