We are live on ! Find out more
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
$117M
AUM Growth
+$998K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$792K
3
+$322K
4
GILD icon
Gilead Sciences
GILD
+$257K
5
BHC icon
Bausch Health
BHC
+$243K

Top Sells

1
+$3.05M
2
+$1.26M
3
+$620K
4
AMBA icon
Ambarella
AMBA
+$266K
5
QCOM icon
Qualcomm
QCOM
+$233K

Sector Composition

1 Healthcare 16.28%
2 Energy 10.24%
3 Communication Services 8.3%
4 Consumer Discretionary 8.16%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$17K 0.01%
1,100
302
$17K 0.01%
+1,000
303
$17K 0.01%
250
304
$17K 0.01%
772
305
$17K 0.01%
280
306
$17K 0.01%
410
307
$16K 0.01%
+311
308
$16K 0.01%
750
309
$16K 0.01%
+250
310
$16K 0.01%
470
311
$16K 0.01%
+300
312
$16K 0.01%
200
313
$16K 0.01%
975
314
$16K 0.01%
300
-100
315
$16K 0.01%
150
316
$16K 0.01%
400
317
$16K 0.01%
+320
318
$15K 0.01%
400
319
$15K 0.01%
150
320
$15K 0.01%
2,174
-475
321
$15K 0.01%
500
322
$15K 0.01%
146
323
$15K 0.01%
100
324
$15K 0.01%
160
-25
325
$15K 0.01%
500
11 12
13
14 15