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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
$119M
AUM Growth
+$2.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$872K
3
+$430K
4
CELG
Celgene Corp
CELG
+$166K
5
ULTA icon
Ulta Beauty
ULTA
+$138K

Top Sells

1
+$399K
2
+$293K
3
+$208K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$116K
5
PSX icon
Phillips 66
PSX
+$99.3K

Sector Composition

1 Healthcare 16.91%
2 Energy 9.64%
3 Technology 8.85%
4 Consumer Discretionary 8.48%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$18K 0.02%
+300
302
$18K 0.02%
500
303
$18K 0.02%
+1,064
304
$18K 0.02%
430
305
$17K 0.01%
300
306
$17K 0.01%
200
-166
307
$17K 0.01%
250
308
$17K 0.01%
1,500
309
$17K 0.01%
300
310
$16K 0.01%
400
311
$16K 0.01%
750
312
$16K 0.01%
90
313
$16K 0.01%
100
314
$16K 0.01%
410
315
$16K 0.01%
500
316
$16K 0.01%
200
317
$16K 0.01%
975
318
$16K 0.01%
400
319
$16K 0.01%
1,150
320
$16K 0.01%
150
321
$16K 0.01%
300
322
$15K 0.01%
350
323
$15K 0.01%
+150
324
$15K 0.01%
2,220
+46
325
$15K 0.01%
320
11 12
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