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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
$119M
AUM Growth
+$2.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$872K
3
+$430K
4
CELG
Celgene Corp
CELG
+$166K
5
ULTA icon
Ulta Beauty
ULTA
+$138K

Top Sells

1
+$399K
2
+$293K
3
+$208K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$116K
5
PSX icon
Phillips 66
PSX
+$99.3K

Sector Composition

1 Healthcare 16.91%
2 Energy 9.64%
3 Technology 8.85%
4 Consumer Discretionary 8.48%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9K 0.01%
200
377
$9K 0.01%
100
378
$9K 0.01%
840
379
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150
380
$9K 0.01%
500
381
$9K 0.01%
181
382
$9K 0.01%
181
383
$9K 0.01%
500
384
$9K 0.01%
1
385
$8K 0.01%
907
386
$8K 0.01%
224
-13
387
$8K 0.01%
100
388
$8K 0.01%
380
+3
389
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200
390
$8K 0.01%
33
391
$8K 0.01%
400
392
$8K 0.01%
170
393
$7K 0.01%
250
394
$7K 0.01%
200
395
$7K 0.01%
364
396
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188
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398
$7K 0.01%
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399
$7K 0.01%
178
400
$7K 0.01%
400
14 15
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