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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
401
$6K 0.01%
200
402
$6K 0.01%
100
403
$6K 0.01%
+100
404
$6K 0.01%
150
405
$6K 0.01%
208
406
$6K 0.01%
104
407
$6K 0.01%
578
408
$6K 0.01%
1,000
409
$6K 0.01%
400
410
$5K ﹤0.01%
100
411
$5K ﹤0.01%
300
-2,800
412
$5K ﹤0.01%
+21
413
$5K ﹤0.01%
50
414
$4K ﹤0.01%
17
415
$4K ﹤0.01%
80
416
$4K ﹤0.01%
125
417
$4K ﹤0.01%
200
418
$4K ﹤0.01%
500
419
$4K ﹤0.01%
50
420
$4K ﹤0.01%
125
421
$4K ﹤0.01%
60
422
$3K ﹤0.01%
+230
423
$3K ﹤0.01%
104
424
$3K ﹤0.01%
100
425
$3K ﹤0.01%
80
15 16
17
18 19