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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
$405M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$4.61M
3
+$2.98M
4
FCX icon
Freeport-McMoran
FCX
+$2.79M
5
JIVE icon
JPMorgan International Value ETF
JIVE
+$2.29M

Top Sells

1
+$9.02M
2
+$4.93M
3
+$4.53M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.11M
5
COST icon
Costco
COST
+$3M

Sector Composition

1 Technology 16.77%
2 Consumer Discretionary 7.76%
3 Financials 6.44%
4 Industrials 4.78%
5 Healthcare 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOE icon
76
Vanguard Mid-Cap Value ETF
VOE
$23.1B
$1.53M 0.38%
8,308
+1,104
NLR icon
77
VanEck Uranium + Nuclear Energy ETF
NLR
$4.5B
$1.49M 0.37%
+11,205
SOXX icon
78
iShares Semiconductor ETF
SOXX
$40.1B
$1.47M 0.36%
4,459
-59
IDU icon
79
iShares US Utilities ETF
IDU
$1.42B
$1.39M 0.34%
11,932
+3
ABT icon
80
Abbott
ABT
$154B
$1.36M 0.34%
13,279
-390
IJH icon
81
iShares Core S&P Mid-Cap ETF
IJH
$122B
$1.3M 0.32%
19,295
-609
IYF icon
82
iShares US Financials ETF
IYF
$3.64B
$1.29M 0.32%
10,992
+3
IGM icon
83
iShares Expanded Tech Sector ETF
IGM
$10.6B
$1.24M 0.31%
10,444
IYW icon
84
iShares US Technology ETF
IYW
$24.3B
$1.22M 0.3%
6,735
+1
CAT icon
85
Caterpillar
CAT
$419B
$1.15M 0.28%
1,618
GII icon
86
State Street SPDR S&P Global Infrastructure ETF
GII
$963M
$1.08M 0.27%
14,205
+9,961
IYJ icon
87
iShares US Industrials ETF
IYJ
$1.8B
$1.06M 0.26%
7,208
+2,058
VEA icon
88
Vanguard FTSE Developed Markets ETF
VEA
$230B
$1.05M 0.26%
16,400
-3,052
SPSM icon
89
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.2B
$1M 0.25%
20,794
-3,204
BRK.B icon
90
Berkshire Hathaway Class B
BRK.B
$1.06T
$999K 0.25%
2,086
-8,374
SPLV icon
91
Invesco S&P 500 Low Volatility ETF
SPLV
$7.09B
$998K 0.25%
13,640
-2,805
IGV icon
92
iShares Expanded Tech-Software Sector ETF
IGV
$14.8B
$991K 0.24%
12,374
XLP icon
93
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$943K 0.23%
11,503
-1,924
AMGN icon
94
Amgen
AMGN
$192B
$906K 0.22%
2,576
-233
SO icon
95
Southern Company
SO
$106B
$890K 0.22%
9,224
-87
BE icon
96
Bloom Energy
BE
$74B
$882K 0.22%
6,512
+2,806
RKLB icon
97
Rocket Lab Corp
RKLB
$64B
$821K 0.2%
12,778
+4,540
BITB icon
98
Bitwise Bitcoin ETF
BITB
$2.44B
$798K 0.2%
21,681
+14,410
PJUL icon
99
Innovator US Equity Power Buffer ETF July
PJUL
$999M
$792K 0.2%
17,240
-50
SGOL icon
100
abrdn Physical Gold Shares ETF
SGOL
$7.19B
$787K 0.19%
+17,637
2 3
4
5 6