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
$125M
AUM Growth
+$201K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$670K
3
+$123K
4
BMY icon
Bristol-Myers Squibb
BMY
+$119K
5
CBI
Chicago Bridge & Iron Nv
CBI
+$104K

Top Sells

1
+$1.99M
2
+$1.71M
3
+$280K
4
APD icon
Air Products & Chemicals
APD
+$211K
5
GLD icon
SPDR Gold Trust
GLD
+$197K

Sector Composition

1 Healthcare 14.81%
2 Communication Services 12.15%
3 Financials 8.86%
4 Energy 8.17%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$50K 0.04%
869
177
$50K 0.04%
1,810
178
$49K 0.04%
1,596
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179
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345
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$48K 0.04%
130
181
$47K 0.04%
300
182
$47K 0.04%
715
-100
183
$46K 0.04%
3,280
184
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425
185
$45K 0.04%
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186
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682
187
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650
188
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189
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190
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191
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600
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192
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700
193
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194
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198
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$39K 0.03%
600
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