NF
Nikulski Financial Portfolio holdings
AUM
$365M
1-Year Return
17.28%
This Quarter Return
-14.07%
1 Year Return
+17.28%
3 Year Return
+71.67%
5 Year Return
+119.95%
10 Year Return
–
AUM
$202M
AUM Growth
-$34.9M
(-15%)
Cap. Flow
+$180K
Cap. Flow
% of AUM
0.09%
Top 10 Holdings %
Top 10 Hldgs %
36.76%
Holding
134
New
6
Increased
54
Reduced
46
Closed
13
Top Buys
| 1 |
iShares Select U.S. REIT ETF
ICF
|
$628K |
| 2 |
Amazon
AMZN
|
$608K |
| 3 |
iShares US Utilities ETF
IDU
|
$593K |
| 4 |
iShares US Consumer Staples ETF
IYK
|
$582K |
| 5 |
iShares US Basic Materials ETF
IYM
|
$526K |
Top Sells
| 1 |
iShares US Energy ETF
IYE
|
$443K |
| 2 |
iShares North American Natural Resources ETF
IGE
|
$352K |
| 3 |
PayPal
PYPL
|
$312K |
| 4 |
X
US Steel
X
|
$299K |
| 5 |
Tesla
TSLA
|
$275K |
Sector Composition
| 1 | Technology | 10.51% |
| 2 | Healthcare | 6.87% |
| 3 | Consumer Discretionary | 6.55% |
| 4 | Financials | 5.06% |
| 5 | Communication Services | 3.85% |
