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
$330M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$558K
3
+$548K
4
TSM icon
TSMC
TSM
+$342K
5
FSST icon
Fidelity Sustainable US Equity ETF
FSST
+$339K

Top Sells

1
+$249K
2
+$228K
3
+$204K
4
K icon
Kellanova
K
+$110K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$82K

Sector Composition

1 Technology 24.49%
2 Healthcare 10.49%
3 Financials 10.33%
4 Consumer Staples 10.11%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.24M 1.59%
31,641
+1,401
27
$4.97M 1.5%
7,420
+283
28
$4.96M 1.5%
29,812
+1,316
29
$4.53M 1.37%
27,348
+848
30
$4.5M 1.36%
28,442
+308
31
$4.45M 1.35%
42,461
+1,014
32
$4.43M 1.34%
105,671
+2,664
33
$4.34M 1.31%
21,705
+860
34
$3.97M 1.2%
21,911
+531
35
$3.81M 1.15%
15,394
+552
36
$3.65M 1.11%
73,709
+2,794
37
$3.36M 1.02%
43,593
+755
38
$3.23M 0.98%
19,583
+36
39
$2.95M 0.89%
56,795
+1,086
40
$2.88M 0.87%
22,941
+1,198
41
$2.77M 0.84%
14,031
+1,109
42
$2.56M 0.78%
63,065
+5,928
43
$2.54M 0.77%
25,326
-139
44
$2.48M 0.75%
40,844
+3,824
45
$2.37M 0.72%
67,302
+5,169
46
$2.2M 0.67%
19,436
+789
47
$1.98M 0.6%
56,597
+2,927
48
$1.92M 0.58%
30,493
-1,757
49
$1.88M 0.57%
19,100
+1,041
50
$1.87M 0.57%
55,163
+2,018
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