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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
$122M
AUM Growth
+$6.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.22M
3
+$1.03M
4
UA icon
Under Armour Class C
UA
+$868K
5
META icon
Meta Platforms (Facebook)
META
+$178K

Top Sells

1
+$1.72M
2
+$942K
3
+$819K
4
BA icon
Boeing
BA
+$387K
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$295K

Sector Composition

1 Healthcare 18.04%
2 Communication Services 11.85%
3 Energy 8.09%
4 Consumer Staples 7.67%
5 Consumer Discretionary 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
43
427
$1K ﹤0.01%
33
428
$1K ﹤0.01%
40
429
$1K ﹤0.01%
18
430
$1K ﹤0.01%
1
431
– –
-3,725
432
$0 ﹤0.01%
3
433
– –
-405
434
$0 ﹤0.01%
3
435
$0 ﹤0.01%
11
436
$0 ﹤0.01%
10
437
$0 ﹤0.01%
3
438
– –
-7,300
439
– –
-218,844
440
– –
-80
441
– –
-55,635
442
– –
-1,000
443
– –
-5,000
444
– –
-1,800
445
$0 ﹤0.01%
755
446
$0 ﹤0.01%
40
447
– –
-100
448
$0 ﹤0.01%
2
449
$0 ﹤0.01%
+1
450
– –
-150
15 16 17
18
19