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MKA

M. Kulyk & Associates Portfolio holdings

AUM $536M
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$492M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$8.7M
3
+$8.12M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$5.86M
5
NEE icon
NextEra Energy
NEE
+$3.84M

Top Sells

1
+$7.84M
2
+$6.38M
3
+$6.1M
4
TGT icon
Target
TGT
+$5.04M
5
GIS icon
General Mills
GIS
+$4.9M

Sector Composition

1 Technology 24.19%
2 Financials 10.78%
3 Healthcare 10.39%
4 Consumer Discretionary 7.39%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.5M 10.87%
517,569
+2,967
2
$32M 6.5%
317,582
+86,527
3
$22.9M 4.66%
122,917
+1,684
4
$22.4M 4.55%
43,235
-207
5
$21.2M 4.3%
87,102
-995
6
$17.8M 3.62%
161,198
-12,243
7
$15.6M 3.16%
55,771
-1,026
8
$14.8M 3.01%
58,104
-824
9
$13M 2.63%
39,031
-3
10
$12.4M 2.52%
36,354
+8,147
11
$12.2M 2.49%
178,894
-2,800
12
$12.2M 2.49%
524,975
+514,520
13
$10.7M 2.17%
26,330
-1,938
14
$10.6M 2.15%
14
15
$10.4M 2.12%
156,596
+12,565
16
$8.84M 1.8%
57,521
+7,616
17
$8.78M 1.78%
+104,659
18
$8.1M 1.65%
96,539
+6,295
19
$8.08M 1.64%
14,373
+10,368
20
$8.03M 1.63%
72,314
-1,939
21
$7.95M 1.61%
29,013
-863
22
$7.81M 1.59%
41,713
+3,120
23
$7.65M 1.56%
6,565
-539
24
$7.47M 1.52%
107,135
-3,773
25
$7.29M 1.48%
96,524
+52,570
1
2 3 4 5