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
$360M
AUM Growth
+$1.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$5.44M
3
+$3.9M
4
MRK icon
Merck
MRK
+$935K
5
RY icon
Royal Bank of Canada
RY
+$736K

Top Sells

1
+$1.64M
2
+$1.6M
3
+$1.35M
4
MPW icon
Medical Properties Trust
MPW
+$1.28M
5
NVDA icon
NVIDIA
NVDA
+$1.07M

Sector Composition

1 Technology 22.11%
2 Consumer Discretionary 11.43%
3 Healthcare 10.51%
4 Financials 9.8%
5 Consumer Staples 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64M 0.46%
29,329
-649
52
$1.54M 0.43%
64,488
+5,726
53
$1.46M 0.4%
13,341
-3,150
54
$1.27M 0.35%
10,490
-13,534
55
$1.05M 0.29%
3,961
-912
56
$948K 0.26%
2,874
-48
57
$879K 0.24%
6,666
-177
58
$724K 0.2%
4,854
-212
59
$716K 0.2%
18,118
+4,010
60
$680K 0.19%
6,313
-1,792
61
$658K 0.18%
18,215
+1,106
62
$598K 0.17%
74,901
63
$547K 0.15%
9,797
-18,788
64
$534K 0.15%
3,431
-110
65
$514K 0.14%
+21,771
66
$503K 0.14%
2,419
-92
67
$480K 0.13%
4,513
68
$464K 0.13%
1,294
-65
69
$459K 0.13%
5,032
-196
70
$442K 0.12%
1,262
-59
71
$398K 0.11%
3,130
-1,649
72
$394K 0.11%
1,575
+14
73
$375K 0.1%
1,764
-3
74
$374K 0.1%
3,860
-344
75
$374K 0.1%
3,529
1 2
3
4 5