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
$268M
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$10.8M
3
+$10.3M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.04M
5
AMT icon
American Tower
AMT
+$2.51M

Top Sells

1
+$2.01M
2
+$416K
3
+$401K
4
DVY icon
iShares Select Dividend ETF
DVY
+$342K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$239K

Sector Composition

1 Technology 18.45%
2 Consumer Staples 11.59%
3 Consumer Discretionary 10.51%
4 Financials 7.71%
5 Healthcare 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.11M 1.53%
54,360
+6,480
27
$4.1M 1.53%
38,666
+8,293
28
$4.05M 1.51%
125,946
+16,632
29
$3.99M 1.49%
30,056
+1,818
30
$3.96M 1.48%
18,514
+3,349
31
$3.95M 1.47%
5,237
+218
32
$3.95M 1.47%
24,049
+3,973
33
$3.74M 1.39%
9,754
+888
34
$3.72M 1.39%
36,060
+5,180
35
$3.7M 1.38%
17,479
+3,468
36
$3.61M 1.35%
115,714
+21,814
37
$3.56M 1.33%
22,594
+4,239
38
$3.25M 1.21%
39,165
-4,830
39
$2.51M 0.94%
+10,481
40
$1.97M 0.74%
30,835
-31,465
41
$1.63M 0.61%
17,917
+2,129
42
$1.37M 0.51%
5,641
-985
43
$1.29M 0.48%
+6,105
44
$1.09M 0.41%
9,539
-3,001
45
$969K 0.36%
+8,870
46
$792K 0.3%
5,120
-380
47
$730K 0.27%
+7,060
48
$626K 0.23%
8,248
+1,438
49
$618K 0.23%
3,761
+613
50
$580K 0.22%
+4,915
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