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
$330M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$558K
3
+$548K
4
TSM icon
TSMC
TSM
+$342K
5
FSST icon
Fidelity Sustainable US Equity ETF
FSST
+$339K

Top Sells

1
+$249K
2
+$228K
3
+$204K
4
K icon
Kellanova
K
+$110K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$82K

Sector Composition

1 Technology 24.49%
2 Healthcare 10.49%
3 Financials 10.33%
4 Consumer Staples 10.11%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.56%
29,978
+67
52
$1.71M 0.52%
74,453
+9,177
53
$1.54M 0.47%
21,407
-1,144
54
$1.46M 0.44%
18,660
-179
55
$1.19M 0.36%
4,873
56
$1.04M 0.32%
57,274
-4,250
57
$1.04M 0.31%
8,838
-134
58
$896K 0.27%
2,922
59
$813K 0.25%
5,103
-44
60
$739K 0.22%
7,110
+70
61
$739K 0.22%
4,054
-254
62
$699K 0.21%
16,996
-310
63
$682K 0.21%
82,989
+7,332
64
$623K 0.19%
15,702
+1,036
65
$598K 0.18%
3,855
-150
66
$558K 0.17%
+21,886
67
$544K 0.17%
5,228
+75
68
$502K 0.15%
2,511
69
$494K 0.15%
4,779
+6
70
$467K 0.14%
4,624
71
$455K 0.14%
74,901
72
$445K 0.13%
1,441
-39
73
$436K 0.13%
1,359
+200
74
$426K 0.13%
4,204
-300
75
$375K 0.11%
974
+32
1 2
3
4 5