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
$334M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.72M
3
+$1.36M
4
NVDA icon
NVIDIA
NVDA
+$1.04M
5
LLY icon
Eli Lilly
LLY
+$723K

Top Sells

1
+$1.65M
2
+$1.53M
3
+$580K
4
PFE icon
Pfizer
PFE
+$356K
5
PJAN icon
Innovator US Equity Power Buffer ETF January
PJAN
+$349K

Sector Composition

1 Technology 17.16%
2 Consumer Discretionary 7.6%
3 Financials 6.36%
4 Healthcare 5.79%
5 Consumer Staples 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$218K 0.07%
+3,779
127
$217K 0.06%
+4,785
128
$213K 0.06%
5,550
129
$211K 0.06%
4,120
-32,110
130
$205K 0.06%
9,950
-200
131
$203K 0.06%
+2,251
132
$200K 0.06%
+5,425
133
– –
-12,730
134
– –
-5,700
135
– –
-7,985
136
– –
-1,985
137
– –
-72,576
2 3 4 5
6