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
376
$5K ﹤0.01%
125
377
$5K ﹤0.01%
100
378
$5K ﹤0.01%
200
379
$5K ﹤0.01%
104
380
$4K ﹤0.01%
100
381
$4K ﹤0.01%
1,000
382
$4K ﹤0.01%
100
383
$4K ﹤0.01%
50
384
$4K ﹤0.01%
100
385
$4K ﹤0.01%
50
386
$4K ﹤0.01%
125
387
$3K ﹤0.01%
42
388
$3K ﹤0.01%
75
389
$3K ﹤0.01%
200
390
$3K ﹤0.01%
46
391
$3K ﹤0.01%
47
392
$3K ﹤0.01%
410
393
$3K ﹤0.01%
80
394
$3K ﹤0.01%
151
-17,791
395
$3K ﹤0.01%
150
-20,824
396
$3K ﹤0.01%
100
397
$2K ﹤0.01%
25
398
$2K ﹤0.01%
230
399
$2K ﹤0.01%
22
400
$2K ﹤0.01%
117
14 15
16
17 18