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
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1 +$2.36M
2 +$228K
3 +$187K
4
GSK icon
GSK
GSK
+$118K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$103K

Top Sells

1 +$1.06M
2 +$218K
3 +$154K
4
JCI icon
Johnson Controls International
JCI
+$151K
5
UA icon
Under Armour Class C
UA
+$141K

Sector Composition

1 Healthcare 16.86%
2 Communication Services 12.18%
3 Consumer Discretionary 9.16%
4 Energy 7.77%
5 Financials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$53K 0.04%
10,900
177
$52K 0.04%
1,810
178
$52K 0.04%
130
179
$50K 0.04%
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180
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425
182
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183
$48K 0.04%
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184
$48K 0.04%
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185
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186
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187
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188
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189
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300