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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
$124M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$221K
3
+$182K
4
GSK icon
GSK
GSK
+$120K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$104K

Top Sells

1
+$1.14M
2
+$504K
3
+$201K
4
UA icon
Under Armour Class C
UA
+$151K
5
JCI icon
Johnson Controls International
JCI
+$151K

Sector Composition

1 Healthcare 16.86%
2 Communication Services 12.18%
3 Consumer Discretionary 9.16%
4 Energy 7.77%
5 Financials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$16K 0.01%
200
302
$16K 0.01%
200
303
$16K 0.01%
544
304
$15K 0.01%
250
305
$15K 0.01%
1,500
306
$15K 0.01%
350
307
$15K 0.01%
975
308
$15K 0.01%
150
309
$15K 0.01%
700
310
$15K 0.01%
150
311
$15K 0.01%
1,125
312
$15K 0.01%
150
313
$15K 0.01%
541
314
$15K 0.01%
300
315
$15K 0.01%
175
316
$15K 0.01%
400
317
$14K 0.01%
428
318
$14K 0.01%
370
319
$13K 0.01%
300
320
$13K 0.01%
205
321
$13K 0.01%
100
322
$13K 0.01%
100
323
$13K 0.01%
1,016
324
$13K 0.01%
150
325
$13K 0.01%
250
11 12
13
14 15