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
$330M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$1.14M
2 +$558K
3 +$548K
4
TSM icon
TSMC
TSM
+$342K
5
FSST icon
Fidelity Sustainable US Equity ETF
FSST
+$339K

Top Sells

1 +$249K
2 +$228K
3 +$204K
4
K icon
Kellanova
K
+$110K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$82K

Sector Composition

1 Technology 24.49%
2 Healthcare 10.49%
3 Financials 10.33%
4 Consumer Staples 10.11%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$220K 0.07%
442
102
$214K 0.06%
589
103
$203K 0.06%
+5,741
104
$201K 0.06%
+1,333
105
$200K 0.06%
2,553
-110
106
-854
107
-753
108
-5,298