NF
Nikulski Financial Portfolio holdings
AUM
$365M
This Quarter Return
+5.62%
1 Year Return
+17.28%
3 Year Return
+71.67%
5 Year Return
+119.95%
10 Year Return
–
AUM
$334M
AUM Growth
+$334M
(+6.3%)
Cap. Flow
+$5.79M
Cap. Flow
% of AUM
1.73%
Top 10 Holdings %
Top 10 Hldgs %
36.34%
Holding
137
New
9
Increased
52
Reduced
58
Closed
5
Top Buys
| 1 |
Broadcom
AVGO
|
$2.61M |
| 2 |
Vanguard Total Bond Market
BND
|
$2.27M |
| 3 |
Marriott International Class A Common Stock
MAR
|
$1.72M |
| 4 |
CrowdStrike
CRWD
|
$1.36M |
| 5 |
NVIDIA
NVDA
|
$1.04M |
Top Sells
Sector Composition
| 1 | Technology | 17.16% |
| 2 | Consumer Discretionary | 7.6% |
| 3 | Financials | 6.36% |
| 4 | Healthcare | 5.79% |
| 5 | Consumer Staples | 4.42% |
