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
$386M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$4.07M
3
+$3.26M
4
AAPL icon
Apple
AAPL
+$1.7M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.58M

Top Sells

1
+$256K
2
+$250K
3
+$205K
4
SBUX icon
Starbucks
SBUX
+$39.2K
5
IAU icon
iShares Gold Trust
IAU
+$34.8K

Sector Composition

1 Technology 19.39%
2 Consumer Staples 11.77%
3 Consumer Discretionary 10.68%
4 Financials 8.67%
5 Healthcare 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$320K 0.08%
+3,664
77
$317K 0.08%
2,942
-101
78
$312K 0.08%
5,330
-9
79
$311K 0.08%
+2,330
80
$296K 0.08%
+862
81
$295K 0.08%
+622
82
$277K 0.07%
+348
83
$276K 0.07%
1,745
+409
84
$261K 0.07%
+3,224
85
$259K 0.07%
+4,708
86
$254K 0.07%
+3,474
87
$251K 0.06%
416
+40
88
$250K 0.06%
1,498
89
$242K 0.06%
+427
90
$237K 0.06%
6,821
-1,001
91
$236K 0.06%
+1,250
92
$234K 0.06%
+1,714
93
$232K 0.06%
531
+4
94
$232K 0.06%
+1,333
95
$226K 0.06%
+2,637
96
$224K 0.06%
+623
97
$211K 0.05%
+460
98
$209K 0.05%
+2,250
99
$206K 0.05%
3,826
-7
100
$200K 0.05%
+3,426
1 2 3
4
5