NF

Nikulski Financial Portfolio holdings

AUM $398M
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
+$8.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.29M
3
+$1.16M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.16M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$662K

Top Sells

1
+$1.72M
2
+$959K
3
+$733K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$486K
5
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$301K

Sector Composition

1 Healthcare 6.97%
2 Financials 5.91%
3 Communication Services 4.64%
4 Technology 4.54%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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79
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-2,959
80
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-53,840
81
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-4,513
82
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-1,348
83
– –
-1,037
1 2 3
4