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
$124M
AUM Growth
+$805K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$2.37M
2 +$1.11M
3 +$222K
4
MU icon
Micron Technology
MU
+$219K
5
EOI
Eaton Vance Enhanced Equity Income Fund
EOI
+$161K

Top Sells

1 +$1.21M
2 +$318K
3 +$102K
4
GLD icon
SPDR Gold Trust
GLD
+$59.1K
5
META icon
Meta Platforms (Facebook)
META
+$53.5K

Sector Composition

1 Healthcare 16.15%
2 Communication Services 12.35%
3 Technology 11.74%
4 Financials 11.14%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$67K 0.05%
14,300
102
$57K 0.05%
10,900