MKA
M. Kulyk & Associates Portfolio holdings
AUM
$460M
This Quarter Return
+7.54%
1 Year Return
+13.18%
3 Year Return
+55.2%
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
–
Cap. Flow
+$180M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.39%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$45.8M |
| 2 |
Apple
AAPL
|
$6.77M |
| 3 |
TSMC
TSM
|
$5.39M |
| 4 |
Microsoft
MSFT
|
$4.87M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Unilever
UL
$155B
| $212K | 0.12% |
+3,519
| New | +$212K |
|