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
$120M
AUM Growth
+$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$303K
2
+$302K
3
+$271K
4
MSFT icon
Microsoft
MSFT
+$238K
5
AEP icon
American Electric Power
AEP
+$211K

Top Sells

1
+$185K
2
+$114K
3
+$87.4K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$83.6K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$70.7K

Sector Composition

1 Technology 5.84%
2 Healthcare 5.18%
3 Financials 5.1%
4 Consumer Discretionary 4.82%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$255K 0.21%
856
+1
77
$254K 0.21%
2,095
+331
78
$254K 0.21%
5,076
+391
79
$241K 0.2%
2,960
+125
80
$238K 0.2%
2,990
81
$238K 0.2%
+1,701
82
$229K 0.19%
1,494
83
$226K 0.19%
8,530
84
$211K 0.18%
+2,285
85
$211K 0.18%
1,486
86
$210K 0.18%
2,585
-290
87
$208K 0.17%
+1,860
88
$206K 0.17%
1,568
+35
89
$69K 0.06%
155
+10
1 2 3
4