BKA
Brick & Kyle Associates Portfolio holdings
AUM
$225M
1-Year Return
12.57%
This Quarter Return
+1.52%
1 Year Return
+12.57%
3 Year Return
+82.88%
5 Year Return
+143.35%
10 Year Return
–
AUM
$116M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.07%
Holding
445
New
444
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$4.47M |
| 2 |
AbbVie
ABBV
|
$3.41M |
| 3 |
Phillips 66
PSX
|
$3.08M |
| 4 |
Travel + Leisure Co
TNL
|
$3.05M |
| 5 |
Alerian MLP ETF
AMLP
|
$2.84M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 15.64% |
| 2 | Energy | 11.64% |
| 3 | Consumer Discretionary | 10.91% |
| 4 | Communication Services | 7.74% |
| 5 | Industrials | 7.46% |
