NF
Nikulski Financial Portfolio holdings
AUM
$418M
1-Year Est. Return
21.24%
This Fund
S&P 500
1 Year Est. Return
+21.24%
AUM
$398M
AUM Growth
+$32.7M
(+9%)
Holding
158
Top Buys
| 1 | +$1.58M | |
| 2 | +$1.11M | |
| 3 | +$767K | |
| 4 |
Invesco International BuyBack Achievers ETF
IPKW
|
+$657K |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$532K |
Top Sells
| 1 | +$2.66M | |
| 2 | +$771K | |
| 3 | +$498K | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$445K |
| 5 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$410K |
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 | |
|---|---|---|---|---|---|---|
151
Enbridge
ENB
$106B
| $204K | 0.05% |
+4,035
|
|
||
152
Innovator US Equity Power Buffer ETF September
PSEP
$897M
| $202K | 0.05% |
+4,695
|
|
||
153
Innovator US Small Cap Power Buffer ETF April
KAPR
$159M
| $201K | 0.05% |
+5,875
|
|
||
154
Adobe
ADBE
$123B
| – | – |
-1,994
|
|
||
155
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.7B
| – | – |
-10,355
|
|
||
156
Salesforce
CRM
$214B
| – | – |
-9,754
|
|
||
157
iShares MSCI EAFE ETF
EFA
$74.5B
| – | – |
-2,405
|
|
||
158
iShares MSCI India ETF
INDA
$9.09B
| – | – |
-5,639
|
|