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
$125M
AUM Growth
+$201K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$670K
3
+$123K
4
BMY icon
Bristol-Myers Squibb
BMY
+$119K
5
CBI
Chicago Bridge & Iron Nv
CBI
+$104K

Top Sells

1
+$1.99M
2
+$1.71M
3
+$280K
4
APD icon
Air Products & Chemicals
APD
+$211K
5
GLD icon
SPDR Gold Trust
GLD
+$197K

Sector Composition

1 Healthcare 14.81%
2 Communication Services 12.15%
3 Financials 8.86%
4 Energy 8.17%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
200
402
$3K ﹤0.01%
46
403
$3K ﹤0.01%
1,100
404
$3K ﹤0.01%
50
405
$3K ﹤0.01%
100
406
$3K ﹤0.01%
33
407
$3K ﹤0.01%
600
+100
408
$3K ﹤0.01%
1
409
$2K ﹤0.01%
13
410
$2K ﹤0.01%
49
411
$2K ﹤0.01%
25
412
$2K ﹤0.01%
22
413
$2K ﹤0.01%
117
414
$2K ﹤0.01%
410
415
$2K ﹤0.01%
11
416
$2K ﹤0.01%
16
417
$2K ﹤0.01%
25
418
$2K ﹤0.01%
10
419
$1K ﹤0.01%
50
420
$1K ﹤0.01%
43
421
$1K ﹤0.01%
78
422
$1K ﹤0.01%
33
423
$1K ﹤0.01%
18
424
$1K ﹤0.01%
1
425
$1K ﹤0.01%
16
15 16
17
18 19