MKA

M. Kulyk & Associates Portfolio holdings

AUM $460M
1-Year Est. Return 13.18%
This Quarter Est. Return
1 Year Est. Return
+13.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$6.77M
3
+$5.39M
4
MSFT icon
Microsoft
MSFT
+$4.87M
5
HD icon
Home Depot
HD
+$4.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.83%
2 Consumer Staples 13%
3 Financials 8.12%
4 Industrials 5.94%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.19M 1.77%
+20,076
27
$3.15M 1.75%
+59,579
28
$3.1M 1.72%
+62,300
29
$3.06M 1.7%
+14,011
30
$3.04M 1.69%
+18,355
31
$3.03M 1.68%
+30,373
32
$2.83M 1.57%
+93,900
33
$2.76M 1.53%
+13,688
34
$2.71M 1.5%
+30,880
35
$2.66M 1.48%
+45,287
36
$2.51M 1.39%
+42,944
37
$1.6M 0.89%
+6,626
38
$1.36M 0.75%
+15,788
39
$1.21M 0.67%
+12,540
40
$896K 0.5%
+5,500
41
$497K 0.28%
+6,810
42
$495K 0.27%
+3,148
43
$431K 0.24%
+7,868
44
$397K 0.22%
+6,437
45
$358K 0.2%
+5,175
46
$311K 0.17%
+3,776
47
$265K 0.15%
+1,145
48
$235K 0.13%
+6,487
49
$231K 0.13%
+2,965
50
$226K 0.13%
+960
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