NF

Nikulski Financial Portfolio holdings

AUM $365M
1-Year Est. Return 17.28%
This Quarter Est. Return
1 Year Est. Return
+17.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.72M
3
+$1.36M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
LLY icon
Eli Lilly
LLY
+$723K

Top Sells

1
+$1.65M
2
+$1.53M
3
+$580K
4
PFE icon
Pfizer
PFE
+$356K
5
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$349K

Sector Composition

1 Technology 17.16%
2 Consumer Discretionary 7.6%
3 Financials 6.36%
4 Healthcare 5.79%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.75M 1.12%
12,301
+109
27
$3.72M 1.11%
30,117
-298
28
$3.68M 1.1%
13,009
-19
29
$3.44M 1.03%
7,480
+153
30
$3.41M 1.02%
121,056
-3,354
31
$3.4M 1.02%
40,915
+1,278
32
$3.34M 1%
8,012
+62
33
$3.23M 0.97%
7,961
+144
34
$3.17M 0.95%
16,720
-318
35
$2.9M 0.87%
44,782
-898
36
$2.88M 0.86%
16,681
+921
37
$2.81M 0.84%
37,439
+30,179
38
$2.78M 0.83%
13,845
-199
39
$2.73M 0.82%
33,802
+1,620
40
$2.65M 0.79%
9,664
+285
41
$2.57M 0.77%
41,215
+39
42
$2.54M 0.76%
2,869
+816
43
$2.49M 0.75%
12,007
+1,375
44
$2.31M 0.69%
45,546
-11,423
45
$2.1M 0.63%
13,002
+659
46
$2.09M 0.62%
50,465
-8,445
47
$1.94M 0.58%
3,929
-25
48
$1.93M 0.58%
80,202
+1,016
49
$1.89M 0.57%
26,410
-995
50
$1.75M 0.52%
16,365
-195
1
2
3 4 5