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
$330M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$558K
3
+$548K
4
TSM icon
TSMC
TSM
+$342K
5
FSST icon
Fidelity Sustainable US Equity ETF
FSST
+$339K

Top Sells

1
+$249K
2
+$228K
3
+$204K
4
K icon
Kellanova
K
+$110K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$82K

Sector Composition

1 Technology 24.49%
2 Healthcare 10.49%
3 Financials 10.33%
4 Consumer Staples 10.11%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$372K 0.11%
12,715
+506
77
$361K 0.11%
1,767
78
$353K 0.11%
863
+117
79
$346K 0.1%
5,175
80
$339K 0.1%
+17,345
81
$335K 0.1%
3,174
-20
82
$333K 0.1%
3,788
-193
83
$328K 0.1%
3,529
+65
84
$324K 0.1%
+1,561
85
$322K 0.1%
559
+18
86
$317K 0.1%
7,779
87
$302K 0.09%
15,137
88
$282K 0.09%
1,108
89
$280K 0.09%
3,195
90
$279K 0.08%
3,401
+246
91
$262K 0.08%
4,061
+75
92
$256K 0.08%
3,376
+99
93
$245K 0.07%
1,501
-22
94
$242K 0.07%
6,486
95
$242K 0.07%
587
96
$242K 0.07%
4,136
-10
97
$239K 0.07%
7,326
-600
98
$232K 0.07%
3,058
-128
99
$232K 0.07%
+7,893
100
$223K 0.07%
+328
1 2 3
4
5