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
$242M
AUM Growth
-$190K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$923K
2 +$842K
3 +$578K
4
PANW icon
Palo Alto Networks
PANW
+$548K
5
UPS icon
United Parcel Service
UPS
+$418K

Top Sells

1 +$1.22M
2 +$786K
3 +$746K
4
ZBH icon
Zimmer Biomet
ZBH
+$252K
5
NEE icon
NextEra Energy
NEE
+$249K

Sector Composition

1 Technology 12.51%
2 Consumer Discretionary 6.86%
3 Healthcare 6.44%
4 Financials 5.77%
5 Consumer Staples 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,460
127
-9,125
128
-20,240
129
-1,225
130
-3,359
131
-12,442
132
-2,740
133
-1,966
134
-1,730