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
$497M
AUM Growth
+$66.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$10.9M
3
+$1.2M
4
NKE icon
Nike
NKE
+$1.19M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$667K

Top Sells

1
+$1.01M
2
+$491K
3
+$302K
4
GILD icon
Gilead Sciences
GILD
+$286K
5
ASML icon
ASML
ASML
+$243K

Sector Composition

1 Technology 22.74%
2 Financials 13.12%
3 Consumer Discretionary 11.55%
4 Healthcare 10.03%
5 Consumer Staples 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$407K 0.08%
2,975
77
$394K 0.08%
3,072
78
$388K 0.08%
1,073
79
$365K 0.07%
3,063
-1,573
80
$363K 0.07%
13,412
-558
81
$353K 0.07%
2,097
+8
82
$351K 0.07%
1,588
83
$349K 0.07%
1,053
-9
84
$341K 0.07%
719
85
$337K 0.07%
9,392
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86
$332K 0.07%
1,443
87
$316K 0.06%
3,798
+62
88
$306K 0.06%
1,081
-6
89
$301K 0.06%
581
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90
$299K 0.06%
567
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91
$295K 0.06%
333
+2
92
$292K 0.06%
4,502
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93
$282K 0.06%
9,601
94
$281K 0.06%
454
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95
$271K 0.05%
2,358
+28
96
$266K 0.05%
8,136
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97
$252K 0.05%
2,142
-336
98
$251K 0.05%
1,479
-3
99
$251K 0.05%
4,500
100
$245K 0.05%
2,088
1 2 3
4
5