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
$462M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.84M
3
+$1.54M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$701K

Top Sells

1
+$3.77M
2
+$3.08M
3
+$2.61M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.43M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.1M

Sector Composition

1 Technology 22.47%
2 Financials 13.57%
3 Healthcare 10.08%
4 Consumer Discretionary 9.76%
5 Industrials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$347K 0.08%
1,045
-8
77
$338K 0.07%
2,986
-852
78
$319K 0.07%
3,897
+99
79
$313K 0.07%
1,081
80
$308K 0.07%
1,452
+9
81
$306K 0.07%
567
82
$298K 0.06%
11,109
-2,303
83
$291K 0.06%
1,325
-263
84
$290K 0.06%
991
-1,195
85
$274K 0.06%
3,182
+119
86
$271K 0.06%
+933
87
$264K 0.06%
4,653
+151
88
$260K 0.06%
1,799
-2,584
89
$260K 0.06%
2,149
+7
90
$252K 0.05%
881
+4
91
$241K 0.05%
114
92
$239K 0.05%
460
+6
93
$237K 0.05%
259
+26
94
$234K 0.05%
4,500
95
$233K 0.05%
2,398
+40
96
$228K 0.05%
+952
97
$226K 0.05%
5,210
-16
98
$225K 0.05%
1,479
99
$223K 0.05%
2,607
-6
100
$222K 0.05%
524
+4
1 2 3
4
5