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

Top Buys

1
+$2.69M
2
+$700K
3
+$128K
4
BMY icon
Bristol-Myers Squibb
BMY
+$111K
5
CBI
Chicago Bridge & Iron Nv
CBI
+$102K

Top Sells

1
+$2.07M
2
+$1.7M
3
+$299K
4
GLD icon
SPDR Gold Trust
GLD
+$209K
5
APD icon
Air Products & Chemicals
APD
+$205K

Sector Composition

1 Healthcare 14.81%
2 Communication Services 12.15%
3 Financials 8.9%
4 Energy 8.17%
5 Industrials 7.99%
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%
+56
430
$0 ﹤0.01%
10
431
– –
-200
432
– –
-5
433
$0 ﹤0.01%
+7
434
– –
-50
435
– –
-94
436
$0 ﹤0.01%
3
437
– –
-300
438
– –
-700
439
$0 ﹤0.01%
2
440
$0 ﹤0.01%
1
441
– –
-500
442
– –
0
443
$0 ﹤0.01%
2
444
$0 ﹤0.01%
18
445
– –
-600
446
$0 ﹤0.01%
11
447
– –
-200
448
– –
-25
449
– –
-500
450
– –
-255
15 16 17
18
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