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
351
$9K 0.01%
900
352
$9K 0.01%
600
353
$8K 0.01%
2,250
354
$8K 0.01%
200
355
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200
356
$8K 0.01%
839
357
$8K 0.01%
500
358
$8K 0.01%
500
359
$7K 0.01%
1,200
360
$7K 0.01%
400
361
$7K 0.01%
208
362
$7K 0.01%
104
363
$7K 0.01%
272
364
$6K ﹤0.01%
221
-30
365
$6K ﹤0.01%
100
366
$6K ﹤0.01%
150
367
$6K ﹤0.01%
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368
$6K ﹤0.01%
100
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369
$6K ﹤0.01%
169
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370
$6K ﹤0.01%
100
371
$6K ﹤0.01%
1,100
372
$6K ﹤0.01%
100
373
$6K ﹤0.01%
400
374
$6K ﹤0.01%
50
375
$5K ﹤0.01%
100
13 14
15
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