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
$180M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$45.8M
2 +$6.77M
3 +$5.39M
4
MSFT icon
Microsoft
MSFT
+$4.87M
5
HD icon
Home Depot
HD
+$4.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.83%
2 Consumer Staples 13%
3 Financials 8.12%
4 Industrials 5.94%
5 Healthcare 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$212K 0.12%
+3,519