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
$386M
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$5.19M
2 +$4.07M
3 +$3.26M
4
AAPL icon
Apple
AAPL
+$1.7M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$1.58M

Top Sells

1 +$256K
2 +$250K
3 +$205K
4
SBUX icon
Starbucks
SBUX
+$39.2K
5
IAU icon
iShares Gold Trust
IAU
+$34.8K

Sector Composition

1 Technology 19.39%
2 Consumer Staples 11.77%
3 Consumer Discretionary 10.68%
4 Financials 8.67%
5 Healthcare 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$200K 0.05%
+2,376
102
-1,947
103
-921