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
$299M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$310K
3
+$265K
4
RY icon
Royal Bank of Canada
RY
+$263K
5
DE icon
Deere & Co
DE
+$252K

Top Sells

1
+$18.6M
2
+$670K
3
+$313K
4
HSY icon
Hershey
HSY
+$247K
5
IBM icon
IBM
IBM
+$233K

Sector Composition

1 Technology 20.65%
2 Healthcare 11.66%
3 Financials 11.06%
4 Consumer Staples 10.68%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.52M 1.51%
11,615
+305
27
$4.45M 1.49%
103,007
+1,851
28
$4.4M 1.47%
30,240
+883
29
$4.18M 1.39%
28,496
+963
30
$4.05M 1.35%
44,461
+1,705
31
$3.95M 1.32%
26,500
+418
32
$3.95M 1.32%
28,134
+173
33
$3.81M 1.27%
21,380
+233
34
$3.77M 1.26%
14,842
+426
35
$3.58M 1.2%
42,838
+437
36
$3.34M 1.12%
70,915
+1,429
37
$3.17M 1.06%
21,743
+558
38
$2.91M 0.97%
57,137
+2,145
39
$2.89M 0.96%
19,547
40
$2.8M 0.94%
55,709
+135
41
$2.76M 0.92%
20,845
+1,040
42
$2.61M 0.87%
12,922
+592
43
$2.21M 0.74%
25,465
+275
44
$2.16M 0.72%
32,250
-438
45
$2.13M 0.71%
37,020
+2,640
46
$1.98M 0.66%
62,133
+2,721
47
$1.9M 0.64%
29,911
-2,217
48
$1.82M 0.61%
18,647
+320
49
$1.81M 0.6%
18,059
+760
50
$1.8M 0.6%
65,276
+5,291
1
2
3 4 5