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
$429M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$7.6M
3
+$3.13M
4
CGNX icon
Cognex
CGNX
+$774K
5
BAX icon
Baxter International
BAX
+$718K

Top Sells

1
+$694K
2
+$514K
3
+$394K
4
AMGN icon
Amgen
AMGN
+$272K
5
PFE icon
Pfizer
PFE
+$242K

Sector Composition

1 Technology 22.04%
2 Financials 11.68%
3 Consumer Discretionary 11.31%
4 Healthcare 9.87%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.25M 0.52%
24,958
-32
52
$1.93M 0.45%
49,248
-632
53
$1.86M 0.43%
64,736
+248
54
$1.6M 0.37%
27,138
-2,191
55
$1.4M 0.33%
12,015
-1,326
56
$1.28M 0.3%
9,532
-958
57
$1.16M 0.27%
3,827
-134
58
$1.09M 0.25%
2,874
59
$934K 0.22%
6,625
-41
60
$834K 0.19%
19,454
+1,336
61
$752K 0.18%
4,854
62
$745K 0.17%
74,901
63
$737K 0.17%
6,286
-27
64
$693K 0.16%
18,987
+772
65
$606K 0.14%
+5,860
66
$573K 0.13%
4,513
67
$536K 0.12%
2,407
-12
68
$520K 0.12%
3,317
-114
69
$519K 0.12%
+1,216
70
$518K 0.12%
1,266
-28
71
$481K 0.11%
5,008
-24
72
$460K 0.11%
8,220
-1,577
73
$452K 0.11%
2,976
-154
74
$447K 0.1%
940
+94
75
$446K 0.1%
1,251
-11
1 2
3
4 5