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
101
$332K 0.1%
866
102
$330K 0.1%
5,639
103
$330K 0.1%
+3,655
104
$318K 0.1%
1,235
-190
105
$316K 0.09%
3,050
-170
106
$309K 0.09%
1,819
+86
107
$304K 0.09%
1,345
108
$290K 0.09%
1,108
+39
109
$281K 0.08%
2,562
+226
110
$274K 0.08%
1,048
-100
111
$273K 0.08%
385
-23
112
$268K 0.08%
282
+16
113
$267K 0.08%
620
-95
114
$265K 0.08%
970
115
$260K 0.08%
1,935
+140
116
$256K 0.08%
5,697
+370
117
$249K 0.07%
6,350
118
$248K 0.07%
5,100
119
$238K 0.07%
6,750
-175
120
$234K 0.07%
552
121
$232K 0.07%
+2,600
122
$230K 0.07%
6,420
+444
123
$229K 0.07%
1,414
-346
124
$225K 0.07%
+2,177
125
$225K 0.07%
2,690
-50
2 3 4
5
6