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
$172M
AUM Growth
+$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$483K
2 +$297K
3 +$57.5K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$30K
5
BAC icon
Bank of America
BAC
+$26.9K

Top Sells

1 +$1.55M
2 +$450K
3 +$280K
4
MCD icon
McDonald's
MCD
+$235K
5
DIS icon
Walt Disney
DIS
+$231K

Sector Composition

1 Healthcare 18.44%
2 Technology 16.49%
3 Industrials 13.24%
4 Financials 8.89%
5 Communication Services 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$482K 0.28%
32,304
-5,372
52
$452K 0.26%
50,152
-10,945
53
$394K 0.23%
15,654
+1,191
54
$353K 0.21%
11,110
-1,120
55
$340K 0.2%
2,586
+1
56
$309K 0.18%
2,480
57
$297K 0.17%
+3,433