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MKA

M. Kulyk & Associates Portfolio holdings

AUM $536M
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$492M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.7M
3
+$8.12M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$5.86M
5
NEE icon
NextEra Energy
NEE
+$3.84M

Top Sells

1
+$7.84M
2
+$6.38M
3
+$6.1M
4
TGT icon
Target
TGT
+$5.04M
5
GIS icon
General Mills
GIS
+$4.9M

Sector Composition

1 Technology 24.19%
2 Financials 10.78%
3 Healthcare 10.39%
4 Consumer Discretionary 7.39%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.21M 1.47%
130,009
+52,687
27
$7.02M 1.43%
63,886
+379
28
$6.77M 1.37%
190,567
+2,616
29
$6.44M 1.31%
26,114
+6,336
30
$6.11M 1.24%
21,283
+1,297
31
$5.97M 1.21%
40,477
-1,549
32
$5.94M 1.21%
8,703
+607
33
$5.6M 1.14%
78,222
+41
34
$5.56M 1.13%
25,211
+189
35
$5.55M 1.13%
67,673
-2,535
36
$4.74M 0.96%
20,000
+1,521
37
$4.71M 0.96%
41,111
-15
38
$4.68M 0.95%
14,224
+5,492
39
$4.36M 0.88%
22,645
+884
40
$3.47M 0.71%
17,769
-384
41
$3.05M 0.62%
21,897
+2,062
42
$3.03M 0.62%
20,593
-56,867
43
$3.02M 0.61%
20,131
+803
44
$2.94M 0.6%
25,717
-60
45
$2.72M 0.55%
18,578
+1,174
46
$2.31M 0.47%
4,065
+132
47
$1.79M 0.36%
27,019
48
$1.5M 0.3%
29,739
-15
49
$1.46M 0.3%
12,460
-116
50
$1.46M 0.3%
2,896
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