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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
$398M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$909K
3
+$682K
4
IPKW icon
Invesco International BuyBack Achievers ETF
IPKW
+$637K
5
ISRG icon
Intuitive Surgical
ISRG
+$519K

Top Sells

1
+$2.66M
2
+$771K
3
+$480K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$430K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$407K

Sector Composition

1 Technology 18.73%
2 Consumer Discretionary 7.77%
3 Financials 7.5%
4 Communication Services 4.34%
5 Consumer Staples 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.09M 1.03%
45,920
-1,012
27
$3.95M 0.99%
144,660
+9,688
28
$3.82M 0.96%
8,355
+342
29
$3.69M 0.93%
9,111
+260
30
$3.67M 0.92%
12,064
+110
31
$3.64M 0.92%
11,100
-1,518
32
$3.58M 0.9%
48,767
-6,064
33
$3.58M 0.9%
34,733
+225
34
$3.41M 0.86%
38,113
-4,572
35
$3.25M 0.82%
25,028
-1,395
36
$3.22M 0.81%
100,803
+3,563
37
$3.13M 0.79%
6,379
+99
38
$3.11M 0.78%
26,556
-292
39
$3.04M 0.76%
79,711
+3,244
40
$3.02M 0.76%
13,675
+567
41
$3.01M 0.76%
14,030
-691
42
$2.99M 0.75%
14,316
+13
43
$2.9M 0.73%
55,053
+12,476
44
$2.84M 0.71%
38,246
-1,106
45
$2.66M 0.67%
3,338
-80
46
$2.65M 0.66%
15,301
+250
47
$2.64M 0.66%
3,464
+103
48
$2.56M 0.64%
50,450
+608
49
$2.25M 0.57%
34,477
-2,501
50
$2.21M 0.56%
48,280
-150
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