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
$202M
AUM Growth
-$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Sells

1 +$443K
2 +$352K
3 +$312K
4
X
US Steel
X
+$299K
5
TSLA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,650
127
-765
128
-500
129
-279
130
-2,359
131
-1,418
132
-7,925
133
-5,100
134
-6,350