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
$226M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1 +$4.91M
2 +$4.19M
3 +$1.34M
4
PG icon
Procter & Gamble
PG
+$1.08M
5
AAPL icon
Apple
AAPL
+$987K

Top Sells

1 +$5.85M
2 +$3.43M
3 +$3.42M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$1.98M
5
AMD icon
Advanced Micro Devices
AMD
+$796K

Sector Composition

1 Technology 25.2%
2 Healthcare 12.04%
3 Industrials 9.37%
4 Financials 8.72%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$595K 0.26%
32,449
-1,338
52
$530K 0.23%
+4,242
53
$447K 0.2%
2,155
-260
54
$412K 0.18%
50,334
+102
55
$404K 0.18%
11,135
+5
56
$352K 0.16%
13,263
-1,545
57
$317K 0.14%
2,377
58
$276K 0.12%
+1,501
59
-28,950
60
-23,654
61
-670
62
-74,033