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
$125M
AUM Growth
+$201K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$670K
3
+$123K
4
BMY icon
Bristol-Myers Squibb
BMY
+$119K
5
CBI
Chicago Bridge & Iron Nv
CBI
+$104K

Top Sells

1
+$1.99M
2
+$1.71M
3
+$280K
4
APD icon
Air Products & Chemicals
APD
+$211K
5
GLD icon
SPDR Gold Trust
GLD
+$197K

Sector Composition

1 Healthcare 14.81%
2 Communication Services 12.15%
3 Financials 8.86%
4 Energy 8.17%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$24K 0.02%
139
252
$24K 0.02%
696
+42
253
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400
254
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1,000
255
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800
256
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500
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258
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400
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325
262
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$22K 0.02%
311
264
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300
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200
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274
$21K 0.02%
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275
$20K 0.02%
100
9 10
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