NF
Nikulski Financial Portfolio holdings
AUM
$365M
1-Year Est. Return
17.28%
1 Year Est. Return
+17.28%
AUM
$365M
AUM Growth
+$34.4M
(+10%)
Holding
152
Top Buys
| 1 | +$1.19M | |
| 2 | +$1.12M | |
| 3 | +$864K | |
| 4 |
NVIDIA
NVDA
|
+$806K |
| 5 |
Stryker
SYK
|
+$802K |
Top Sells
| 1 | +$6.36M | |
| 2 | +$868K | |
| 3 | +$550K | |
| 4 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$507K |
| 5 |
iShares US Financials ETF
IYF
|
+$496K |
Sector Composition
| 1 | Technology | 18.28% |
| 2 | Consumer Discretionary | 7.52% |
| 3 | Financials | 7.49% |
| 4 | Consumer Staples | 4.61% |
| 5 | Communication Services | 3.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
UnitedHealth
UNH
$328B
| – | – |
-12,148
|
|
||
|
X
152
DELISTED
US Steel
X
| – | – |
-6,750
|
|