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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
$115M
AUM Growth
+$1.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$462K
3
+$207K
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$199K
5
CELG
Celgene Corp
CELG
+$193K

Top Sells

1
+$1.51M
2
+$1.44M
3
+$158K
4
MO icon
Altria Group
MO
+$143K
5
EMR icon
Emerson Electric
EMR
+$132K

Sector Composition

1 Healthcare 18.05%
2 Communication Services 12.26%
3 Energy 8.39%
4 Consumer Staples 7.63%
5 Financials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$14K 0.01%
500
302
$14K 0.01%
200
303
$14K 0.01%
300
304
$14K 0.01%
250
305
$14K 0.01%
765
306
$14K 0.01%
518
307
$14K 0.01%
175
308
$14K 0.01%
100
309
$14K 0.01%
561
310
$14K 0.01%
1,500
311
$14K 0.01%
200
-200
312
$14K 0.01%
500
313
$14K 0.01%
975
314
$14K 0.01%
400
315
$14K 0.01%
300
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$14K 0.01%
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317
$13K 0.01%
+100
318
$13K 0.01%
430
319
$13K 0.01%
181
320
$13K 0.01%
205
321
$13K 0.01%
200
322
$13K 0.01%
350
323
$13K 0.01%
150
324
$12K 0.01%
300
325
$12K 0.01%
150
-21,424
11 12
13
14 15