MKA

M. Kulyk & Associates Portfolio holdings

AUM $523M
1-Year Est. Return 18.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
+$1.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$5.43M
3
+$3.91M
4
MRK icon
Merck
MRK
+$979K
5
RY icon
Royal Bank of Canada
RY
+$783K

Top Sells

1
+$1.66M
2
+$1.6M
3
+$1.34M
4
MPT
Medical Properties Trust
MPT
+$1.28M
5
K
Kellanova
K
+$1.12M

Sector Composition

1 Technology 22.11%
2 Consumer Discretionary 11.43%
3 Healthcare 10.51%
4 Financials 9.8%
5 Consumer Staples 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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104
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107
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108
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109
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110
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-2,586
111
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-1,498
1 2 3 4
5