We are live on ! Find out more
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
$242M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$783K
2
+$351K
3
+$262K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$243K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$237K

Top Sells

1
+$1.07M
2
+$632K
3
+$625K
4
IYE icon
iShares US Energy ETF
IYE
+$597K
5
NEE icon
NextEra Energy
NEE
+$388K

Sector Composition

1 Technology 12.97%
2 Consumer Discretionary 6.63%
3 Healthcare 5.6%
4 Financials 5.17%
5 Consumer Staples 3.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-12,426
127
– –
-7,375
128
– –
-7,035
129
– –
-5,918
130
– –
-50,945
131
– –
-1,752
132
– –
-8,851
133
– –
-8,876
134
– –
-13,638
2 3 4 5
6