BKA

Brick & Kyle Associates Portfolio holdings

AUM $225M
1-Year Est. Return 12.57%
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$4.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$828K
2
+$576K
3
+$409K
4
COF icon
Capital One
COF
+$353K
5
BAC icon
Bank of America
BAC
+$182K

Top Sells

1
+$1.49M
2
+$416K
3
+$353K
4
BMY icon
Bristol-Myers Squibb
BMY
+$219K
5
FMC icon
FMC
FMC
+$175K

Sector Composition

1 Healthcare 13.44%
2 Communication Services 12.38%
3 Financials 9.49%
4 Technology 8.51%
5 Industrials 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$13K 0.01%
150
-100
327
$13K 0.01%
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328
$13K 0.01%
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329
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337
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$11K 0.01%
1,000
339
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$10K 0.01%
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345
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360
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348
$9K 0.01%
100
349
$9K 0.01%
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350
$9K 0.01%
300
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