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MKA

M. Kulyk & Associates Portfolio holdings

AUM $536M
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$492M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.7M
3
+$8.12M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$5.86M
5
NEE icon
NextEra Energy
NEE
+$3.84M

Top Sells

1
+$7.84M
2
+$6.38M
3
+$6.1M
4
TGT icon
Target
TGT
+$5.04M
5
GIS icon
General Mills
GIS
+$4.9M

Sector Composition

1 Technology 24.19%
2 Financials 10.78%
3 Healthcare 10.39%
4 Consumer Discretionary 7.39%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.29%
2,874
52
$1.19M 0.24%
11,886
53
$911K 0.19%
3,934
+132
54
$823K 0.17%
10,299
-81,218
55
$821K 0.17%
2,919
-401
56
$802K 0.16%
4,000
57
$774K 0.16%
1,157
+11
58
$759K 0.15%
1,265
59
$735K 0.15%
2,227
+182
60
$670K 0.14%
1,005
+16
61
$667K 0.14%
2,656
62
$637K 0.13%
+27,383
63
$597K 0.12%
4,921
-798
64
$494K 0.1%
18,342
-3,358
65
$477K 0.1%
3,355
-14
66
$463K 0.09%
2,981
67
$450K 0.09%
1,266
+266
68
$434K 0.09%
1,536
-21,991
69
$389K 0.08%
1,596
+64
70
$384K 0.08%
1,360
+50
71
$380K 0.08%
1,729
72
$378K 0.08%
1,153
-402
73
$368K 0.07%
863
74
$367K 0.07%
981
75
$354K 0.07%
1,909
+25
1 2
3
4 5