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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
101
$576K 0.14%
2,439
102
$561K 0.14%
2,204
-60
103
$554K 0.14%
2,205
104
$526K 0.13%
12,210
-125
105
$520K 0.13%
5,687
+28
106
$520K 0.13%
5,483
+405
107
$483K 0.12%
+1,081
108
$477K 0.12%
2,850
109
$449K 0.11%
10,425
+5
110
$431K 0.11%
20,851
-4,880
111
$426K 0.11%
3,554
+1,358
112
$422K 0.11%
9,943
+973
113
$421K 0.11%
2,961
-606
114
$401K 0.1%
2,608
-101
115
$390K 0.1%
7,243
+1,428
116
$379K 0.1%
2,690
117
$376K 0.09%
4,589
+200
118
$376K 0.09%
8,346
119
$357K 0.09%
4,470
120
$342K 0.09%
293
121
$339K 0.09%
+4,006
122
$334K 0.08%
940
-160
123
$330K 0.08%
7,392
124
$329K 0.08%
2,340
125
$320K 0.08%
8,155
+3,330
3 4
5
6 7