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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
76
$1.13M 0.29%
8,234
-49
77
$1.11M 0.28%
14,175
-22
78
$1.11M 0.28%
+3,514
79
$1.1M 0.28%
14,049
+1,172
80
$1.09M 0.27%
15,993
+58
81
$1.02M 0.26%
48,764
+4,694
82
$986K 0.25%
6,885
+2,957
83
$963K 0.24%
11,935
-1,355
84
$947K 0.24%
28,389
+8,057
85
$838K 0.21%
18,375
+2,000
86
$767K 0.19%
+4,207
87
$737K 0.19%
2,613
+17
88
$731K 0.18%
5,533
+2,588
89
$726K 0.18%
3,188
-215
90
$716K 0.18%
6,475
-710
91
$703K 0.18%
5,196
+2,645
92
$697K 0.18%
3,989
+479
93
$673K 0.17%
13,222
+982
94
$668K 0.17%
5,570
+1,200
95
$662K 0.17%
27,330
+13,215
96
$643K 0.16%
25,575
-250
97
$630K 0.16%
15,320
-100
98
$613K 0.15%
3,232
-244
99
$609K 0.15%
2,180
+16
100
$605K 0.15%
561
2 3
4
5 6