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
$299M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$310K
3
+$265K
4
RY icon
Royal Bank of Canada
RY
+$263K
5
DE icon
Deere & Co
DE
+$252K

Top Sells

1
+$18.6M
2
+$670K
3
+$313K
4
HSY icon
Hershey
HSY
+$247K
5
IBM icon
IBM
IBM
+$233K

Sector Composition

1 Technology 20.65%
2 Healthcare 11.66%
3 Financials 11.06%
4 Consumer Staples 10.68%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$345K 0.12%
74,901
77
$338K 0.11%
1,767
-325
78
$319K 0.11%
5,175
-22
79
$317K 0.11%
942
+32
80
$309K 0.1%
1,159
81
$298K 0.1%
541
82
$289K 0.1%
15,137
83
$287K 0.1%
3,986
+3
84
$285K 0.1%
746
+124
85
$283K 0.09%
3,464
86
$263K 0.09%
3,195
87
$257K 0.09%
1,108
-1,065
88
$256K 0.09%
3,155
+38
89
$252K 0.08%
+587
90
$249K 0.08%
753
-20
91
$244K 0.08%
3,186
+96
92
$240K 0.08%
4,146
93
$239K 0.08%
1,523
94
$233K 0.08%
3,277
+150
95
$228K 0.08%
5,298
-12
96
$224K 0.07%
6,486
97
$212K 0.07%
+2,663
98
$209K 0.07%
7,926
-52
99
$205K 0.07%
+589
100
$204K 0.07%
+854
1 2 3
4
5