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
$386M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$4.07M
3
+$3.26M
4
AAPL icon
Apple
AAPL
+$1.7M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.58M

Top Sells

1
+$256K
2
+$250K
3
+$205K
4
SBUX icon
Starbucks
SBUX
+$39.2K
5
IAU icon
iShares Gold Trust
IAU
+$34.8K

Sector Composition

1 Technology 19.39%
2 Consumer Staples 11.77%
3 Consumer Discretionary 10.68%
4 Financials 8.67%
5 Healthcare 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$970K 0.25%
2,754
+312
52
$960K 0.25%
5,760
-80
53
$881K 0.23%
+2,922
54
$707K 0.18%
5,219
+2,834
55
$679K 0.18%
5,804
-335
56
$609K 0.16%
3,544
+462
57
$608K 0.16%
4,319
+2,423
58
$602K 0.16%
1,061
+66
59
$571K 0.15%
+3,844
60
$551K 0.14%
4,912
+750
61
$548K 0.14%
3,201
-86
62
$508K 0.13%
12,672
+518
63
$420K 0.11%
+2,173
64
$413K 0.11%
1,380
+237
65
$389K 0.1%
+6,595
66
$386K 0.1%
5,175
67
$378K 0.1%
3,553
68
$354K 0.09%
530
69
$348K 0.09%
+1,260
70
$344K 0.09%
4,490
+1,400
71
$342K 0.09%
+859
72
$329K 0.09%
+2,680
73
$328K 0.08%
1,225
+7
74
$323K 0.08%
+1,249
75
$321K 0.08%
+1,309
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3
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