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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
1
$22.4M 5.63%
103,790
-1,733
2
$20.8M 5.22%
81,628
+821
3
$16.3M 4.1%
74,346
+920
4
$14.9M 3.74%
61,166
-695
5
$12.9M 3.24%
69,164
-101
6
$11.9M 2.99%
22,946
+160
7
$11.8M 2.96%
12,713
+181
8
$11.3M 2.84%
18,837
-47
9
$11M 2.76%
84,410
-767
10
$10.9M 2.73%
148,049
-2,913
11
$10.7M 2.69%
33,905
+154
12
$9.11M 2.29%
39,339
-332
13
$9M 2.26%
44,176
+1,880
14
$8.81M 2.21%
119,980
-2,484
15
$8.15M 2.05%
68,607
-1,982
16
$7M 1.76%
21,278
+77
17
$6.88M 1.73%
51,341
-827
18
$5.46M 1.37%
195,781
+3,917
19
$5.4M 1.36%
28,916
-930
20
$5.06M 1.27%
15,325
+615
21
$5.01M 1.26%
14,682
+175
22
$4.87M 1.22%
93,151
-168
23
$4.61M 1.16%
6,920
-112
24
$4.39M 1.1%
8,725
+431
25
$4.13M 1.04%
107,595
-2,079
1
2 3 4 5