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
$239M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

1 +$1.24M
2 +$358K
3 +$316K
4
GLD icon
SPDR Gold Trust
GLD
+$287K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$219K

Sector Composition

1 Technology 11.83%
2 Consumer Discretionary 6.51%
3 Healthcare 5.79%
4 Communication Services 5.17%
5 Financials 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-7,442
127
-645
128
-1,640
129
-5,220
130
-58,901