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
$299M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$310K
3
+$265K
4
RY icon
Royal Bank of Canada
RY
+$263K
5
DE icon
Deere & Co
DE
+$252K

Top Sells

1
+$18.6M
2
+$670K
3
+$313K
4
HSY icon
Hershey
HSY
+$247K
5
IBM icon
IBM
IBM
+$233K

Sector Composition

1 Technology 20.65%
2 Healthcare 11.66%
3 Financials 11.06%
4 Consumer Staples 10.68%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.57%
53,145
+1,095
52
$1.62M 0.54%
18,839
-173
53
$1.49M 0.5%
22,551
-499
54
$1.48M 0.49%
53,670
+2,045
55
$1.08M 0.36%
8,972
+1
56
$1.04M 0.35%
4,873
-106
57
$955K 0.32%
61,524
-1,195,475
58
$910K 0.3%
2,922
59
$843K 0.28%
75,657
+3,856
60
$832K 0.28%
5,147
+75
61
$778K 0.26%
4,308
+48
62
$707K 0.24%
4,005
+851
63
$625K 0.21%
7,040
64
$605K 0.2%
17,306
+1,216
65
$535K 0.18%
14,666
+394
66
$511K 0.17%
5,153
-500
67
$500K 0.17%
2,511
-12
68
$494K 0.17%
4,504
+300
69
$462K 0.15%
4,624
70
$457K 0.15%
1,480
+50
71
$401K 0.13%
4,773
+24
72
$399K 0.13%
3,981
+230
73
$399K 0.13%
7,779
+284
74
$353K 0.12%
12,209
-2,782
75
$346K 0.12%
3,194
-750
1 2
3
4 5