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
$116M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Sells

1 +$2.12M
2 +$1.71M
3 +$1.19M
4
XOM icon
Exxon Mobil
XOM
+$305K
5
NVDA icon
NVIDIA
NVDA
+$282K

Sector Composition

1 Healthcare 14.69%
2 Communication Services 13.25%
3 Financials 10.04%
4 Technology 9.4%
5 Industrials 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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