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
$321M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$3.51M
2 +$1.91M
3 +$1.53M
4
EXC icon
Exelon
EXC
+$1.04M
5
STAG icon
STAG Industrial
STAG
+$1.01M

Top Sells

1 +$23.1M
2 +$420K
3 +$369K
4
CNI icon
Canadian National Railway
CNI
+$359K
5
MCD icon
McDonald's
MCD
+$276K

Sector Composition

1 Technology 16.85%
2 Consumer Staples 13.42%
3 Financials 9.24%
4 Healthcare 7.36%
5 Utilities 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,333
102
-5,389
103
-2,680
104
-887
105
-2,250
106
-1,534
107
-623