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NFG
Nadler Financial Group Portfolio holdings
AUM
$1.04B
1-Year Est. Return
19.04%
This Fund
S&P 500
1 Year Est. Return
+19.04%
AUM
$1.04B
AUM Growth
-$37.8M
(-3.5%)
Holding
152
Top Buys
| 1 | +$26.8M | |
| 2 | +$3.68M | |
| 3 | +$3.53M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.23M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.87M |
Top Sells
| 1 | +$22.3M | |
| 2 | +$4.12M | |
| 3 | +$4M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.49M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.43M |
Sector Composition
| 1 | Technology | 5.17% |
| 2 | Financials | 2.31% |
| 3 | Communication Services | 1.49% |
| 4 | Consumer Discretionary | 1.39% |
| 5 | Healthcare | 0.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
| – | – |
-3,207
|
|