KA

Kaizen Advisory Portfolio holdings

AUM $144M
1-Year Est. Return 4.99%
This Quarter Est. Return
1 Year Est. Return
-4.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$95.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1.42M
3 +$1.32M
4
SUPN icon
Supernus Pharmaceuticals
SUPN
+$1.3M
5
AAPL icon
Apple
AAPL
+$1.28M

Top Sells

1 +$28.6M
2 +$319K
3 +$286K
4
TWX
Time Warner Inc
TWX
+$71K
5
MON
Monsanto Co
MON
+$50K

Sector Composition

1 Financials 16.63%
2 Industrials 14.65%
3 Technology 11.72%
4 Healthcare 11.46%
5 Consumer Discretionary 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$72K 0.04%
+1,642
277
$71K 0.04%
691
+428
278
$71K 0.04%
375
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279
$68K 0.03%
396
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280
$68K 0.03%
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281
$68K 0.03%
1,871
+1,137
282
$67K 0.03%
3,084
+1,908
283
$67K 0.03%
3,900
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284
$67K 0.03%
500
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285
$67K 0.03%
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286
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871
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287
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712
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288
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289
$62K 0.03%
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$62K 0.03%
499
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291
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292
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294
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620
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295
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296
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774
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297
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1,317
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299
$59K 0.03%
1,340
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300
$57K 0.03%
712
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