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NF

Nikulski Financial Portfolio holdings

AUM $405M
1-Year Est. Return 24.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$4.61M
3
+$2.98M
4
FCX icon
Freeport-McMoran
FCX
+$2.79M
5
JIVE icon
JPMorgan International Value ETF
JIVE
+$2.29M

Top Sells

1
+$9.02M
2
+$4.93M
3
+$4.53M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.11M
5
COST icon
Costco
COST
+$3M

Sector Composition

1 Technology 16.77%
2 Consumer Discretionary 7.76%
3 Financials 6.44%
4 Industrials 4.78%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LLY icon
26
Eli Lilly
LLY
$1.01T
$4.6M 1.14%
5,006
+177
V icon
27
Visa
V
$613B
$4.53M 1.12%
14,991
-1,049
MCD icon
28
McDonald's
MCD
$202B
$4.46M 1.1%
14,346
-305
DON icon
29
WisdomTree US MidCap Dividend Fund
DON
$3.98B
$4.37M 1.08%
83,173
-4,188
WMT icon
30
Walmart Inc
WMT
$963B
$4.17M 1.03%
33,571
-2,695
AVGO icon
31
Broadcom
AVGO
$1.82T
$4.15M 1.02%
13,401
-2,253
XMMO icon
32
Invesco S&P MidCap Momentum ETF
XMMO
$7.57B
$4.12M 1.02%
28,388
+4,701
WM icon
33
Waste Management
WM
$88.1B
$4.01M 0.99%
17,457
+119
SHLD icon
34
Global X Defense Tech ETF
SHLD
$7.64B
$3.89M 0.96%
54,907
+14,007
HOOD icon
35
Robinhood
HOOD
$83.9B
$3.88M 0.96%
56,048
+33,937
CRWD icon
36
CrowdStrike
CRWD
$174B
$3.83M 0.95%
9,818
+2,879
PAPR icon
37
Innovator US Equity Power Buffer ETF April
PAPR
$948M
$3.54M 0.87%
89,003
-2,995
VXUS icon
38
Vanguard Total International Stock ETF
VXUS
$153B
$3.51M 0.87%
45,540
+16,855
JIVE icon
39
JPMorgan International Value ETF
JIVE
$2.91B
$3.51M 0.87%
40,948
+26,586
HD icon
40
Home Depot
HD
$327B
$3.37M 0.83%
10,232
-379
LMT icon
41
Lockheed Martin
LMT
$125B
$3.35M 0.83%
5,535
+309
TSLA icon
42
Tesla
TSLA
$1.53T
$3.16M 0.78%
8,512
+1,355
NFLX icon
43
Netflix
NFLX
$338B
$3.13M 0.77%
32,503
+3,193
IJJ icon
44
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.71B
$2.89M 0.71%
21,775
-1,303
ALL icon
45
Allstate
ALL
$57.1B
$2.76M 0.68%
13,305
-601
XOM icon
46
Exxon Mobil
XOM
$609B
$2.71M 0.67%
15,998
+13,306
PLTR icon
47
Palantir
PLTR
$307B
$2.68M 0.66%
18,290
+1,930
SYK icon
48
Stryker
SYK
$120B
$2.67M 0.66%
8,130
+1,017
PFIG icon
49
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$115M
$2.66M 0.66%
110,858
+39,053
TJX icon
50
TJX Companies
TJX
$186B
$2.66M 0.66%
16,660
+280
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