We are live on
!
Find out more
NF
Nikulski Financial Portfolio holdings
AUM
$405M
1-Year Est. Return
24.26%
This Fund
S&P 500
1 Year Est. Return
+24.26%
AUM
$405M
AUM Growth
-$13.2M
(-3.1%)
Holding
182
Top Buys
| 1 | +$6.45M | |
| 2 | +$4.61M | |
| 3 | +$2.98M | |
| 4 |
Freeport-McMoran
FCX
|
+$2.79M |
| 5 |
JPMorgan International Value ETF
JIVE
|
+$2.29M |
Top Sells
| 1 | +$9.02M | |
| 2 | +$4.93M | |
| 3 | +$4.53M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$4.11M |
| 5 |
Costco
COST
|
+$3M |
Sector Composition
| 1 | Technology | 16.77% |
| 2 | Consumer Discretionary | 7.76% |
| 3 | Financials | 6.44% |
| 4 | Industrials | 4.78% |
| 5 | Healthcare | 4.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Advanced Micro Devices
AMD
$834B
| – | – |
-938
|
|
||
177
NXP Semiconductors
NXPI
$77B
| – | – |
-1,370
|
|
||
178
Innovator US Equity Power Buffer ETF September
PSEP
$848M
| – | – |
-4,695
|
|
||
179
Sherwin-Williams
SHW
$78.3B
| – | – |
-3,443
|
|
||
180
Truist Financial
TFC
$64.4B
| – | – |
-4,463
|
|
||
181
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
| – | – |
-8,255
|
|
||
|
PSKY
182
Paramount Skydance Corp
PSKY
$11.7B
| – | – |
-25,693
|
|