NF
Nikulski Financial Portfolio holdings
AUM
$365M
1-Year Return
17.28%
This Quarter Return
+7.15%
1 Year Return
+17.28%
3 Year Return
+71.67%
5 Year Return
+119.95%
10 Year Return
–
AUM
$92.7M
AUM Growth
–
Cap. Flow
+$92.6M
Cap. Flow
% of AUM
99.92%
Top 10 Holdings %
Top 10 Hldgs %
39.94%
Holding
77
New
75
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$6.25M |
| 2 |
Apple
AAPL
|
$4.34M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.88M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$3.68M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$3.24M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 7.29% |
| 2 | Financials | 6.49% |
| 3 | Communication Services | 4.96% |
| 4 | Technology | 4.68% |
| 5 | Industrials | 3.38% |
