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
76
$939K 0.28%
3,912
+112
77
$877K 0.26%
2,722
-32
78
$828K 0.25%
39,410
-3,890
79
$809K 0.24%
7,510
+10
80
$753K 0.23%
18,605
+5,250
81
$653K 0.2%
26,025
82
$627K 0.19%
30,340
-4,165
83
$602K 0.18%
11,335
-3,365
84
$594K 0.18%
2,504
+60
85
$590K 0.18%
2,180
+69
86
$549K 0.16%
1,411
-354
87
$492K 0.15%
13,345
88
$475K 0.14%
4,878
-377
89
$470K 0.14%
12,075
-400
90
$423K 0.13%
2,489
+57
91
$409K 0.12%
528
+39
92
$398K 0.12%
2,298
+46
93
$380K 0.11%
3,982
-175
94
$374K 0.11%
9,870
+2,330
95
$364K 0.11%
2,173
-125
96
$363K 0.11%
3,495
97
$359K 0.11%
1,381
+214
98
$353K 0.11%
4,019
-16
99
$348K 0.1%
2,005
100
$334K 0.1%
1,374
+9
2 3
4
5 6