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
$429M
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$7.6M
3
+$3.13M
4
CGNX icon
Cognex
CGNX
+$774K
5
BAX icon
Baxter International
BAX
+$718K

Top Sells

1
+$694K
2
+$514K
3
+$394K
4
AMGN icon
Amgen
AMGN
+$272K
5
PFE icon
Pfizer
PFE
+$242K

Sector Composition

1 Technology 22.04%
2 Financials 11.68%
3 Consumer Discretionary 11.31%
4 Healthcare 9.87%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$422K 0.1%
3,837
-23
77
$412K 0.1%
691
+4
78
$407K 0.09%
18,065
-297
79
$372K 0.09%
3,528
-1
80
$349K 0.08%
+1,164
81
$343K 0.08%
3,073
82
$329K 0.08%
+1,367
83
$328K 0.08%
+1,650
84
$325K 0.08%
3,558
85
$308K 0.07%
10,246
86
$287K 0.07%
3,504
+7
87
$278K 0.06%
523
88
$272K 0.06%
+2,167
89
$270K 0.06%
3,270
+2
90
$268K 0.06%
+2,400
91
$264K 0.06%
453
-5
92
$262K 0.06%
1,105
-659
93
$259K 0.06%
1,527
94
$248K 0.06%
+800
95
$248K 0.06%
+328
96
$239K 0.06%
+1,460
97
$238K 0.06%
2,538
-33
98
$235K 0.05%
+2,072
99
$234K 0.05%
586
-1
100
$229K 0.05%
+985
1 2 3
4
5