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
$360M
AUM Growth
+$1.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$5.44M
3
+$3.9M
4
MRK icon
Merck
MRK
+$935K
5
RY icon
Royal Bank of Canada
RY
+$736K

Top Sells

1
+$1.64M
2
+$1.6M
3
+$1.35M
4
MPW icon
Medical Properties Trust
MPW
+$1.28M
5
NVDA icon
NVIDIA
NVDA
+$1.07M

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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-328
102
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103
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-20,368
104
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-6,486
105
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-7,139
106
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-548
107
– –
-138,637
108
– –
-3,376
109
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-10,544
110
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-3,195
111
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-3,623
1 2 3 4
5