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
$431M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$5.58M
3
+$2.2M
4
FSLR icon
First Solar
FSLR
+$1.47M
5
JCI icon
Johnson Controls International
JCI
+$1.32M

Top Sells

1
+$24M
2
+$6.69M
3
+$4.13M
4
NGG icon
National Grid
NGG
+$3.6M
5
DEO icon
Diageo
DEO
+$3.12M

Sector Composition

1 Technology 23.06%
2 Financials 13.31%
3 Healthcare 10.47%
4 Consumer Discretionary 6.87%
5 Consumer Staples 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$227K 0.05%
472
-12
102
$218K 0.05%
+1,575
103
$210K 0.05%
1,080
104
$205K 0.05%
+5,252
105
$173K 0.04%
14,255
+478
106
$170K 0.04%
15,137
107
– –
-10,376
108
– –
-18,987
109
– –
-4,500
110
– –
-32,583
111
– –
-21,392
112
– –
-9,532
113
– –
-3,494
114
– –
-49,248
1 2 3 4
5