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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
$398M
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$909K
3
+$682K
4
IPKW icon
Invesco International BuyBack Achievers ETF
IPKW
+$637K
5
ISRG icon
Intuitive Surgical
ISRG
+$519K

Top Sells

1
+$2.66M
2
+$771K
3
+$480K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$430K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$407K

Sector Composition

1 Technology 18.73%
2 Consumer Discretionary 7.77%
3 Financials 7.5%
4 Communication Services 4.34%
5 Consumer Staples 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$318K 0.08%
7,750
127
$315K 0.08%
6,135
-400
128
$310K 0.08%
1,861
129
$302K 0.08%
6,992
-238
130
$301K 0.08%
6,865
131
$296K 0.07%
2,820
+8
132
$292K 0.07%
1,375
133
$282K 0.07%
5,653
+176
134
$280K 0.07%
3,498
+3
135
$271K 0.07%
+1,113
136
$269K 0.07%
5,100
137
$266K 0.07%
2,657
-500
138
$256K 0.06%
552
139
$253K 0.06%
7,700
140
$244K 0.06%
5,800
141
$244K 0.06%
1,922
142
$240K 0.06%
919
143
$236K 0.06%
3,444
+100
144
$227K 0.06%
+4,550
145
$221K 0.06%
+1,191
146
$216K 0.05%
2,586
147
$211K 0.05%
895
-25
148
$210K 0.05%
+4,600
149
$208K 0.05%
+1,411
150
$204K 0.05%
+2,143
3 4 5
6
7