We are live on ! Find out more
NFG

Nadler Financial Group Portfolio holdings

AUM $1.04B
1-Year Est. Return 19.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$7.58M
3
+$3.98M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.55M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$2.08M

Top Sells

1
+$11.1M
2
+$4.49M
3
+$3.65M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.44M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.26M

Sector Composition

1 Technology 6.23%
2 Financials 2.74%
3 Consumer Discretionary 1.54%
4 Communication Services 1.48%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$223K 0.02%
2,010
127
$220K 0.02%
+877
128
$217K 0.02%
+2,690
129
$216K 0.02%
+4,400
130
$213K 0.02%
+3,230
131
$212K 0.02%
+463
132
$212K 0.02%
+750
133
$210K 0.02%
+1,070
134
$205K 0.02%
+1,950
135
$189K 0.02%
10,799
-33
136
$151K 0.01%
11,182
137
– –
-1,134
138
– –
-1,079
139
– –
-17,089
140
– –
-3,796
141
– –
-1,715
142
– –
-1,108
2 3 4 5
6