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
51
$1.72M 0.51%
+6,916
52
$1.69M 0.51%
3,413
-10
53
$1.51M 0.45%
12,860
+245
54
$1.51M 0.45%
11,442
+83
55
$1.51M 0.45%
33,159
-694
56
$1.5M 0.45%
6,497
-664
57
$1.49M 0.44%
14,303
-1,751
58
$1.49M 0.44%
9,795
-1,172
59
$1.47M 0.44%
15,317
-2,029
60
$1.45M 0.43%
10,839
-1,429
61
$1.4M 0.42%
26,520
-705
62
$1.38M 0.41%
3,628
+35
63
$1.38M 0.41%
2,358
-71
64
$1.36M 0.41%
+4,844
65
$1.29M 0.39%
14,489
-1,771
66
$1.27M 0.38%
18,440
-2,224
67
$1.23M 0.37%
6,849
68
$1.2M 0.36%
2,097
-60
69
$1.14M 0.34%
10,016
+224
70
$1.11M 0.33%
2,149
+1,290
71
$1.09M 0.33%
14,197
-3,630
72
$1.03M 0.31%
8,577
-614
73
$1.01M 0.3%
14,452
+95
74
$1.01M 0.3%
14,945
+10
75
$964K 0.29%
11,618
-232
1 2
3
4 5