BKA
Brick & Kyle Associates Portfolio holdings
AUM
$225M
This Quarter Return
-11.77%
1 Year Return
+12.57%
3 Year Return
+82.88%
5 Year Return
+143.35%
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.6%
Holding
89
New
89
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
$5.4M |
| 2 |
Microsoft
MSFT
|
$4.3M |
| 3 |
AbbVie
ABBV
|
$4.12M |
| 4 |
Merck
MRK
|
$3.82M |
| 5 |
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% |
