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
$418M
AUM Growth
+$20.3M
(+5.1%)
Holding
183
Top Buys
| 1 | +$3.47M | |
| 2 | +$2.93M | |
| 3 | +$2.65M | |
| 4 |
Invesco S&P MidCap Momentum ETF
XMMO
|
+$2.56M |
| 5 |
Microsoft
MSFT
|
+$2.54M |
Top Sells
| 1 | +$4.8M | |
| 2 | +$3.68M | |
| 3 | +$3.55M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$3.3M |
| 5 |
Vanguard Value ETF
VTV
|
+$2.22M |
Sector Composition
| 1 | Technology | 19.33% |
| 2 | Consumer Discretionary | 8.55% |
| 3 | Financials | 7.79% |
| 4 | Communication Services | 5.85% |
| 5 | Healthcare | 4.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Medtronic
MDT
$129B
| – | – |
-2,143
|
|
||
177
Innovator Growth-100 Power Buffer ETF April
NAPR
$197M
| – | – |
-5,100
|
|
||
178
Public Service Enterprise Group
PEG
$40.7B
| – | – |
-2,586
|
|
||
179
Innovator US Equity Power Buffer ETF March
PMAR
$615M
| – | – |
-6,865
|
|
||
180
Strive 500 ETF
STRV
$1.04B
| – | – |
-6,992
|
|
||
181
Strive 1000 Growth ETF
STXG
$145M
| – | – |
-5,653
|
|
||
182
State Street Energy Select Sector SPDR ETF
XLE
$30.9B
| – | – |
-7,392
|
|
||
183
State Street Technology Select Sector SPDR ETF
XLK
$95.7B
| – | – |
-2,690
|
|