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BKA

Brick & Kyle Associates Portfolio holdings

AUM $282M
1-Year Est. Return 23.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$221K
3
+$182K
4
GSK icon
GSK
GSK
+$120K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$104K

Top Sells

1
+$1.14M
2
+$504K
3
+$201K
4
UA icon
Under Armour Class C
UA
+$151K
5
JCI icon
Johnson Controls International
JCI
+$151K

Sector Composition

1 Healthcare 16.86%
2 Communication Services 12.18%
3 Consumer Discretionary 9.16%
4 Energy 7.77%
5 Financials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$24K 0.02%
800
252
$24K 0.02%
200
253
$24K 0.02%
500
254
$24K 0.02%
325
-300
255
$24K 0.02%
202
256
$23K 0.02%
250
257
$23K 0.02%
150
258
$23K 0.02%
518
259
$23K 0.02%
981
260
$23K 0.02%
750
261
$23K 0.02%
400
262
$23K 0.02%
400
263
$22K 0.02%
300
264
$22K 0.02%
139
265
$22K 0.02%
200
266
$22K 0.02%
430
267
$22K 0.02%
1,850
268
$21K 0.02%
600
269
$21K 0.02%
654
270
$21K 0.02%
400
271
$21K 0.02%
1,750
272
$21K 0.02%
+503
273
$21K 0.02%
150
274
$20K 0.02%
410
275
$20K 0.02%
2,000
9 10
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