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
$497M
AUM Growth
+$66.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1 +$24.1M
2 +$10.9M
3 +$1.2M
4
NKE icon
Nike
NKE
+$1.19M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$667K

Top Sells

1 +$1.01M
2 +$491K
3 +$302K
4
GILD icon
Gilead Sciences
GILD
+$286K
5
ASML icon
ASML
ASML
+$243K

Sector Composition

1 Technology 22.74%
2 Financials 13.12%
3 Consumer Discretionary 11.55%
4 Healthcare 10.03%
5 Consumer Staples 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$7.27M 1.46%
22,560
-235
27
$7.2M 1.45%
113,756
+402
28
$6.17M 1.24%
9,937
-59
29
$6.06M 1.22%
22,125
+193
30
$5.69M 1.14%
77,004
+1,087
31
$5.69M 1.14%
42,113
+216
32
$5.52M 1.11%
82,846
-550
33
$5.45M 1.1%
34,938
+524
34
$5.36M 1.08%
34,583
-267
35
$5.26M 1.06%
41,690
-399
36
$5.22M 1.05%
137,468
-673
37
$5.19M 1.04%
23,235
+76
38
$5.14M 1.03%
21,313
+470
39
$5.09M 1.02%
21,887
-2,110
40
$4.94M 0.99%
50,040
-502
41
$4.89M 0.98%
108,210
-1,471
42
$4.27M 0.86%
26,192
-310
43
$4M 0.8%
200,311
-11,034
44
$3.75M 0.75%
44,390
-1,404
45
$2.94M 0.59%
72,596
+179
46
$2.93M 0.59%
23,208
+1,165
47
$2.47M 0.5%
25,720
+6
48
$2.36M 0.48%
9,086
+257
49
$1.95M 0.39%
27,133
50
$1.94M 0.39%
3,936
+39