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
$462M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.84M
3
+$1.54M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$701K

Top Sells

1
+$3.77M
2
+$3.08M
3
+$2.61M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.43M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.1M

Sector Composition

1 Technology 22.47%
2 Financials 13.57%
3 Healthcare 10.08%
4 Consumer Discretionary 9.76%
5 Industrials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.58M 0.34%
8,988
+1,379
52
$1.54M 0.33%
+2,159
53
$1.54M 0.33%
42,815
-2,556
54
$1.53M 0.33%
2,874
55
$1.43M 0.31%
3,549
-41
56
$1.35M 0.29%
2,972
+1,546
57
$1.23M 0.27%
6,445
+56
58
$1.14M 0.25%
26,098
+3,758
59
$970K 0.21%
7,378
-909
60
$759K 0.16%
4,002
-35
61
$747K 0.16%
1,275
+338
62
$738K 0.16%
9,046
+565
63
$712K 0.15%
4,004
-852
64
$681K 0.15%
5,186
-11
65
$653K 0.14%
1,277
+11
66
$596K 0.13%
2,416
+9
67
$528K 0.11%
24,600
-175,711
68
$509K 0.11%
3,054
-115
69
$492K 0.11%
2,122
-378
70
$473K 0.1%
803
71
$459K 0.1%
5,669
-349
72
$417K 0.09%
1,899
-316
73
$409K 0.09%
4,483
+21
74
$388K 0.08%
1,078
+5
75
$385K 0.08%
2,981
+6
1 2
3
4 5