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BKA

Brick & Kyle Associates Portfolio holdings

AUM $282M
1-Year Est. Return 23.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$6.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.22M
3
+$1.03M
4
UA icon
Under Armour Class C
UA
+$868K
5
META icon
Meta Platforms (Facebook)
META
+$178K

Top Sells

1
+$1.72M
2
+$942K
3
+$819K
4
BA icon
Boeing
BA
+$387K
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$295K

Sector Composition

1 Healthcare 18.04%
2 Communication Services 11.85%
3 Energy 8.09%
4 Consumer Staples 7.67%
5 Consumer Discretionary 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$37K 0.03%
1,800
-690
202
$36K 0.03%
1,975
+975
203
$36K 0.03%
1,000
204
$36K 0.03%
1,500
205
$34K 0.03%
300
206
$34K 0.03%
600
207
$34K 0.03%
640
208
$33K 0.03%
600
209
$33K 0.03%
1,120
210
$33K 0.03%
750
211
$33K 0.03%
1,400
212
$33K 0.03%
400
213
$33K 0.03%
450
214
$33K 0.03%
360
215
$33K 0.03%
765
+365
216
$33K 0.03%
556
-140
217
$32K 0.03%
400
218
$32K 0.03%
+2,525
219
$32K 0.03%
+800
220
$32K 0.03%
483
221
$32K 0.03%
750
222
$32K 0.03%
2,175
223
$31K 0.03%
725
224
$30K 0.02%
500
225
$30K 0.02%
900
7 8
9
10 11