BKA

Brick & Kyle Associates Portfolio holdings

AUM $225M
1-Year Est. Return 12.57%
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
445
New
Increased
Reduced
Closed

Top Buys

1 +$4.47M
2 +$3.41M
3 +$3.08M
4
TNL icon
Travel + Leisure Co
TNL
+$3.05M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.84M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 15.64%
2 Energy 11.64%
3 Consumer Discretionary 10.91%
4 Communication Services 7.74%
5 Industrials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$27K 0.02%
+844
227
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+300
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250
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+129