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
$268M
AUM Growth
+$87.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$10.8M
3 +$10.3M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$6.04M
5
AMT icon
American Tower
AMT
+$2.51M

Top Sells

1 +$2.01M
2 +$416K
3 +$401K
4
DVY icon
iShares Select Dividend ETF
DVY
+$342K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$239K

Sector Composition

1 Technology 18.45%
2 Consumer Staples 11.59%
3 Consumer Discretionary 10.51%
4 Financials 7.71%
5 Healthcare 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$554K 0.21%
2,490
+1,530
52
$530K 0.2%
+1,800
53
$473K 0.18%
+995
54
$461K 0.17%
+9,073
55
$453K 0.17%
+3,082
56
$434K 0.16%
8,239
+371
57
$421K 0.16%
+4,162
58
$373K 0.14%
5,175
59
$332K 0.12%
3,776
60
$312K 0.12%
+5,358
61
$302K 0.11%
+2,339
62
$293K 0.11%
1,145
63
$254K 0.09%
+894
64
$243K 0.09%
+2,245
65
$242K 0.09%
+530
66
$233K 0.09%
+4,015
67
$227K 0.08%
+1,896
68
$225K 0.08%
+2,019
69
$218K 0.08%
+5,042
70
$213K 0.08%
+1,397
71
$211K 0.08%
6,487
72
$211K 0.08%
2,862
-103
73
-3,519