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
$124M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1 +$2.36M
2 +$228K
3 +$187K
4
GSK icon
GSK
GSK
+$118K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$103K

Top Sells

1 +$1.06M
2 +$218K
3 +$154K
4
JCI icon
Johnson Controls International
JCI
+$151K
5
UA icon
Under Armour Class C
UA
+$141K

Sector Composition

1 Healthcare 16.86%
2 Communication Services 12.18%
3 Consumer Discretionary 9.16%
4 Energy 7.77%
5 Financials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$3K ﹤0.01%
100
402
$3K ﹤0.01%
850
403
$3K ﹤0.01%
200
404
$3K ﹤0.01%
+410
405
$3K ﹤0.01%
50
406
$3K ﹤0.01%
+16
407
$3K ﹤0.01%
100
408
$3K ﹤0.01%
33
409
$3K ﹤0.01%
49
410
$2K ﹤0.01%
+25
411
$2K ﹤0.01%
50
412
$2K ﹤0.01%
+22
413
$2K ﹤0.01%
+117
414
$2K ﹤0.01%
+46
415
$2K ﹤0.01%
+11
416
$2K ﹤0.01%
25
417
$2K ﹤0.01%
+13
418
$2K ﹤0.01%
10
419
$2K ﹤0.01%
500
420
$2K ﹤0.01%
1
421
$1K ﹤0.01%
50
-325
422
$1K ﹤0.01%
43
423
$1K ﹤0.01%
+78
424
$1K ﹤0.01%
33
425
$1K ﹤0.01%
18