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MKA

M. Kulyk & Associates Portfolio holdings

AUM $536M
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$492M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.7M
3
+$8.12M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$5.86M
5
NEE icon
NextEra Energy
NEE
+$3.84M

Top Sells

1
+$7.84M
2
+$6.38M
3
+$6.1M
4
TGT icon
Target
TGT
+$5.04M
5
GIS icon
General Mills
GIS
+$4.9M

Sector Composition

1 Technology 24.19%
2 Financials 10.78%
3 Healthcare 10.39%
4 Consumer Discretionary 7.39%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$351K 0.07%
574
+7
77
$335K 0.07%
3,961
-443
78
$334K 0.07%
1,359
79
$310K 0.06%
2,142
80
$303K 0.06%
327
-16
81
$300K 0.06%
3,619
-274
82
$296K 0.06%
802
-31
83
$296K 0.06%
1,225
84
$279K 0.06%
3,836
85
$276K 0.06%
2,059
+50
86
$269K 0.05%
770
-7
87
$255K 0.05%
10,151
-1,774
88
$254K 0.05%
1,980
-390
89
$249K 0.05%
8,299
-299
90
$240K 0.05%
524
-17
91
$238K 0.05%
5,210
92
$235K 0.05%
782
93
$233K 0.05%
4,370
-752
94
$226K 0.05%
2,500
95
$225K 0.05%
1,605
-50
96
$218K 0.04%
+2,400
97
$213K 0.04%
+1,083
98
$212K 0.04%
2,275
99
$212K 0.04%
723
100
$205K 0.04%
+1,005
1 2 3
4
5