NFG
Nadler Financial Group Portfolio holdings
AUM
$977M
1-Year Est. Return
15.81%
1 Year Est. Return
+15.81%
AUM
$903M
AUM Growth
-$46.6M
(-4.9%)
Holding
133
Top Buys
| 1 | +$3.19M | |
| 2 | +$1.53M | |
| 3 | +$1.51M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$1.26M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$542K |
Top Sells
| 1 | +$3M | |
| 2 | +$2.77M | |
| 3 | +$1.99M | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.2M |
| 5 |
Microsoft
MSFT
|
+$944K |
Sector Composition
| 1 | Technology | 6.64% |
| 2 | Financials | 2.94% |
| 3 | Consumer Discretionary | 1.54% |
| 4 | Communication Services | 1.25% |
| 5 | Healthcare | 1.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Constellation Energy
CEG
$122B
| – | – |
-943
|
|
||
127
Illinois Tool Works
ITW
$71.6B
| – | – |
-865
|
|
||
128
Micron Technology
MU
$246B
| – | – |
-2,460
|
|
||
129
Palantir
PLTR
$438B
| – | – |
-3,435
|
|
||
130
VanEck Pharmaceutical ETF
PPH
$637M
| – | – |
-2,350
|
|
||
131
Qualcomm
QCOM
$182B
| – | – |
-2,953
|
|
||
132
Trade Desk
TTD
$25.4B
| – | – |
-2,190
|
|
||
133
Verizon
VZ
$164B
| – | – |
-6,031
|
|