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
$462M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$1.84M
3 +$1.54M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$701K

Top Sells

1 +$3.77M
2 +$3.08M
3 +$2.61M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.43M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.1M

Sector Composition

1 Technology 22.47%
2 Financials 13.57%
3 Healthcare 10.08%
4 Consumer Discretionary 9.76%
5 Industrials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.95M 1.29%
36,509
-715
27
$5.92M 1.28%
17,705
-4,420
28
$5.88M 1.27%
9,349
-588
29
$5.87M 1.27%
110,261
-3,495
30
$5.84M 1.26%
22,416
-144
31
$5.21M 1.13%
28,138
-6,445
32
$5.12M 1.11%
22,314
-921
33
$4.87M 1.05%
76,406
-598
34
$4.84M 1.05%
35,783
+845
35
$4.67M 1.01%
40,225
-1,888
36
$4.54M 0.98%
78,586
-4,260
37
$4.4M 0.95%
92,673
-15,537
38
$4.26M 0.92%
40,280
-1,410
39
$4.01M 0.87%
24,719
-1,473
40
$3.97M 0.86%
136,093
-1,375
41
$3.87M 0.84%
21,118
-769
42
$3.03M 0.66%
42,214
-2,176
43
$2.87M 0.62%
25,777
+57
44
$2.62M 0.57%
69,586
-3,010
45
$2.48M 0.54%
21,773
-1,435
46
$2.11M 0.46%
4,015
+79
47
$2.05M 0.44%
+15,505
48
$2.01M 0.43%
22,646
-27,394
49
$1.9M 0.41%
8,488
-598
50
$1.71M 0.37%
27,438
+305