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

Top Buys

1
+$2.69M
2
+$700K
3
+$128K
4
BMY icon
Bristol-Myers Squibb
BMY
+$111K
5
CBI
Chicago Bridge & Iron Nv
CBI
+$102K

Top Sells

1
+$2.07M
2
+$1.7M
3
+$299K
4
GLD icon
SPDR Gold Trust
GLD
+$209K
5
APD icon
Air Products & Chemicals
APD
+$205K

Sector Composition

1 Healthcare 14.81%
2 Communication Services 12.15%
3 Financials 8.9%
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
$24K 0.02%
400
254
$24K 0.02%
1,000
255
$24K 0.02%
800
256
$24K 0.02%
500
-200
257
$24K 0.02%
202
258
$23K 0.02%
600
259
$23K 0.02%
400
260
$23K 0.02%
150
261
$23K 0.02%
325
262
$23K 0.02%
200
263
$22K 0.02%
311
264
$22K 0.02%
300
265
$22K 0.02%
798
266
$22K 0.02%
500
267
$22K 0.02%
645
-119
268
$22K 0.02%
200
269
$22K 0.02%
500
270
$22K 0.02%
500
271
$22K 0.02%
430
272
$22K 0.02%
200
273
$22K 0.02%
1,850
274
$21K 0.02%
1,600
275
$20K 0.02%
100
9 10
11
12 13