NF
Nikulski Financial Portfolio holdings
AUM
$365M
1-Year Return
17.28%
This Quarter Return
-3.42%
1 Year Return
+17.28%
3 Year Return
+71.67%
5 Year Return
+119.95%
10 Year Return
–
AUM
$236M
AUM Growth
-$2.14M
(-0.9%)
Cap. Flow
+$8.26M
Cap. Flow
% of AUM
3.49%
Top 10 Holdings %
Top 10 Hldgs %
37.87%
Holding
135
New
10
Increased
61
Reduced
42
Closed
7
Top Buys
| 1 |
Domino's
DPZ
|
$1.36M |
| 2 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$1.18M |
| 3 |
Goldman Sachs
GS
|
$1.16M |
| 4 |
iShares US Energy ETF
IYE
|
$1.06M |
| 5 |
iShares North American Natural Resources ETF
IGE
|
$1.01M |
Top Sells
| 1 |
Boeing
BA
|
$1.13M |
| 2 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$1.04M |
| 3 |
SPDR Gold Trust
GLD
|
$635K |
| 4 |
Meta Platforms (Facebook)
META
|
$506K |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
$431K |
Sector Composition
| 1 | Technology | 11.52% |
| 2 | Consumer Discretionary | 7.11% |
| 3 | Healthcare | 6.09% |
| 4 | Financials | 5.22% |
| 5 | Communication Services | 4.48% |
