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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
51
$2.08M 0.52%
14,403
+788
52
$2.05M 0.52%
3,607
53
$1.92M 0.48%
32,016
+1,053
54
$1.89M 0.47%
78,788
+1,406
55
$1.86M 0.47%
7,129
-20
56
$1.84M 0.46%
25,096
-974
57
$1.66M 0.42%
3,327
+333
58
$1.61M 0.4%
8,198
-367
59
$1.6M 0.4%
12,727
-241
60
$1.58M 0.4%
+8,867
61
$1.56M 0.39%
30,290
+192
62
$1.47M 0.37%
12,789
-56
63
$1.47M 0.37%
2,001
-40
64
$1.42M 0.36%
30,619
-833
65
$1.39M 0.35%
43,196
-93
66
$1.39M 0.35%
10,352
+400
67
$1.34M 0.34%
10,613
-20
68
$1.32M 0.33%
9,066
-87
69
$1.32M 0.33%
8,033
-1,143
70
$1.28M 0.32%
6,574
-276
71
$1.27M 0.32%
3,883
+1,631
72
$1.26M 0.32%
11,363
73
$1.24M 0.31%
3,578
-90
74
$1.24M 0.31%
3,343
+1,316
75
$1.15M 0.29%
2,577
+1,019
1 2
3
4 5