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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$4.3M
3
+$4.12M
4
MRK icon
Merck
MRK
+$3.81M
5
AAPL icon
Apple
AAPL
+$3.62M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 17.32%
2 Industrials 11.5%
3 Financials 11.32%
4 Communication Services 10.88%
5 Consumer Discretionary 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$243K 0.23%
+5,284
77
$232K 0.22%
+1,681
78
$230K 0.22%
+4,422
79
$228K 0.22%
+2,085
80
$225K 0.22%
+3,560
81
$216K 0.21%
+5,095
82
$213K 0.2%
+28,735
83
$209K 0.2%
+13,218
84
$204K 0.19%
+1,875
85
$203K 0.19%
+7,172
86
$172K 0.16%
+13,292
87
$151K 0.14%
+27,399
88
$53K 0.05%
+12,500
89
$51K 0.05%
+10,900
1 2 3
4