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
$429M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$7.6M
3
+$3.13M
4
CGNX icon
Cognex
CGNX
+$774K
5
BAX icon
Baxter International
BAX
+$718K

Top Sells

1
+$694K
2
+$514K
3
+$394K
4
AMGN icon
Amgen
AMGN
+$272K
5
PFE icon
Pfizer
PFE
+$242K

Sector Composition

1 Technology 22.04%
2 Financials 11.68%
3 Consumer Discretionary 11.31%
4 Healthcare 9.87%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.45M 1.5%
22,394
-944
27
$6.38M 1.49%
32,321
+1,229
28
$6.38M 1.49%
56,734
+4,149
29
$6.37M 1.48%
43,483
+512
30
$6.23M 1.45%
9,964
+62
31
$5.79M 1.35%
22,009
-36
32
$5.77M 1.34%
100,053
+7,108
33
$5.25M 1.22%
51,988
-6,880
34
$5.14M 1.2%
36,086
+3,527
35
$5.09M 1.18%
44,478
+3,312
36
$4.3M 1%
111,134
+18,583
37
$4.3M 1%
65,944
+2,745
38
$4.26M 0.99%
18,762
+1,040
39
$4.2M 0.98%
17,219
+579
40
$4.13M 0.96%
32,583
+660
41
$4.01M 0.93%
96,136
+18,555
42
$3.69M 0.86%
102,757
+39
43
$3.67M 0.85%
195,232
+23,762
44
$3.4M 0.79%
18,170
-900
45
$3.39M 0.79%
23,752
+607
46
$3.12M 0.73%
21,392
+130
47
$3.04M 0.71%
99,802
+11,127
48
$2.89M 0.67%
47,645
+6,785
49
$2.84M 0.66%
58,510
+3,262
50
$2.42M 0.56%
20,491
-685
1
2
3 4 5