We are live on ! Find out more
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
$124M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$221K
3
+$182K
4
GSK icon
GSK
GSK
+$120K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$104K

Top Sells

1
+$1.14M
2
+$504K
3
+$201K
4
UA icon
Under Armour Class C
UA
+$151K
5
JCI icon
Johnson Controls International
JCI
+$151K

Sector Composition

1 Healthcare 16.86%
2 Communication Services 12.18%
3 Consumer Discretionary 9.16%
4 Energy 7.77%
5 Financials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
16
427
$1K ﹤0.01%
15
428
$1K ﹤0.01%
1
429
$1K ﹤0.01%
43
430
– –
-3
431
$0 ﹤0.01%
3
432
– –
-400
433
– –
-40
434
– –
-1,023
435
– –
-1,975
436
$0 ﹤0.01%
2
437
– –
-1,179
438
– –
-75
439
$0 ﹤0.01%
18
440
– –
-400
441
– –
-40
442
– –
-900
443
– –
-40
444
$0 ﹤0.01%
2
445
– –
-173
446
$0 ﹤0.01%
1
447
$0 ﹤0.01%
11
448
$0 ﹤0.01%
10
449
– –
-650
450
– –
-3
15 16 17
18
19