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
$429M
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$11.4M
3
+$10.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$9.71M
5
AMZN icon
Amazon
AMZN
+$9.48M

Top Sells

1
+$2.27M
2
+$270K
3
+$7.62K

Sector Composition

1 Technology 23.9%
2 Healthcare 15.06%
3 Industrials 11.25%
4 Communication Services 10%
5 Financials 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.32%
67,146
+42,491
52
$956K 0.22%
94,844
+46,746
53
$870K 0.2%
5,000
+2,500
54
$828K 0.19%
7,134
+3,503
55
$806K 0.19%
5,280
+2,640
56
$748K 0.17%
61,633
-628
57
$736K 0.17%
50,978
+25,639
58
$444K 0.1%
3,886
+1,943
59
$391K 0.09%
25,380
60
$360K 0.08%
+13,371
61
– –
-61,520
62
– –
-1,082
1 2
3