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
$386M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$4.07M
3
+$3.26M
4
AAPL icon
Apple
AAPL
+$1.7M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.58M

Top Sells

1
+$256K
2
+$250K
3
+$205K
4
SBUX icon
Starbucks
SBUX
+$39.2K
5
IAU icon
iShares Gold Trust
IAU
+$34.8K

Sector Composition

1 Technology 19.39%
2 Consumer Staples 11.77%
3 Consumer Discretionary 10.68%
4 Financials 8.67%
5 Healthcare 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.82M 1.51%
25,868
+1,639
27
$5.61M 1.45%
33,656
+2,354
28
$5.61M 1.45%
136,110
+10,374
29
$5.52M 1.43%
31,657
+3,626
30
$5.47M 1.41%
145,398
+13,934
31
$5.43M 1.41%
31,279
+617
32
$5.41M 1.4%
23,357
+1,265
33
$5.18M 1.34%
22,064
+2,161
34
$5.1M 1.32%
42,557
+2,934
35
$5.07M 1.31%
5,541
+459
36
$4.61M 1.19%
15,764
+1,225
37
$4.55M 1.18%
20,995
+1,878
38
$4.07M 1.05%
+26,245
39
$3.98M 1.03%
25,675
+2,557
40
$3.26M 0.84%
+19,913
41
$3.13M 0.81%
40,252
+3,579
42
$2.54M 0.66%
9,980
+965
43
$2.09M 0.54%
35,345
+24,803
44
$1.7M 0.44%
5,557
-100
45
$1.62M 0.42%
18,452
+591
46
$1.34M 0.35%
+17,057
47
$1.18M 0.31%
74,901
48
$1.12M 0.29%
9,108
-162
49
$1.03M 0.27%
7,140
+100
50
$992K 0.26%
19,269
+730
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