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
$360M
AUM Growth
+$1.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$5.44M
3
+$3.9M
4
MRK icon
Merck
MRK
+$935K
5
RY icon
Royal Bank of Canada
RY
+$736K

Top Sells

1
+$1.64M
2
+$1.6M
3
+$1.35M
4
MPW icon
Medical Properties Trust
MPW
+$1.28M
5
NVDA icon
NVIDIA
NVDA
+$1.07M

Sector Composition

1 Technology 22.11%
2 Consumer Discretionary 11.43%
3 Healthcare 10.51%
4 Financials 9.8%
5 Consumer Staples 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.25M 1.46%
8,126
+314
27
$5.18M 1.44%
52,585
+2,739
28
$5.06M 1.41%
9,902
-2,644
29
$4.95M 1.37%
92,945
+2,336
30
$4.57M 1.27%
58,868
+4,970
31
$4.47M 1.24%
22,045
+593
32
$4.3M 1.19%
16,640
+809
33
$4.04M 1.12%
63,199
+2,139
34
$3.88M 1.08%
102,718
-2,601
35
$3.75M 1.04%
41,166
-232
36
$3.6M 1%
32,559
+3,012
37
$3.56M 0.99%
17,722
+1,270
38
$3.49M 0.97%
92,551
+11,423
39
$3.29M 0.91%
77,581
+4,573
40
$3.2M 0.89%
31,923
+2,349
41
$3.17M 0.88%
21,262
-87
42
$3.03M 0.84%
23,145
-1,951
43
$3.03M 0.84%
171,470
+21,468
44
$2.85M 0.79%
19,070
-236
45
$2.73M 0.76%
55,248
+1,438
46
$2.7M 0.75%
88,675
+14,441
47
$2.34M 0.65%
40,860
-1,049
48
$2.27M 0.63%
21,176
+1,117
49
$2.03M 0.56%
24,990
-336
50
$1.72M 0.48%
49,880
-6,434
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