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
$366M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$4.87M
3
+$2.88M
4
BAX icon
Baxter International
BAX
+$2.43M
5
VFC icon
VF Corp
VFC
+$2.42M

Top Sells

1
+$15.7M
2
+$13.6M
3
+$4.19M
4
EXC icon
Exelon
EXC
+$2.13M
5
SYY icon
Sysco
SYY
+$1.34M

Sector Composition

1 Technology 18.64%
2 Consumer Staples 11.51%
3 Financials 9.36%
4 Healthcare 6.5%
5 Utilities 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$209K 0.06%
1,534
-211
102
$209K 0.06%
+2,882
103
$205K 0.06%
+1,602
104
– –
-2,942
105
– –
-416
106
– –
-2,376
107
– –
-17,057
108
– –
-460
109
– –
-4,708
1 2 3 4
5