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
401
$34K 0.02%
552
+315
402
$34K 0.02%
193
+107
403
$34K 0.02%
267
+178
404
$34K 0.02%
687
+456
405
$34K 0.02%
+293
406
$34K 0.02%
704
+406
407
$34K 0.02%
833
+496
408
$34K 0.02%
+499
409
$34K 0.02%
270
+154
410
$34K 0.02%
+601
411
$34K 0.02%
1,661
+1,059
412
$34K 0.02%
338
+193
413
$34K 0.02%
672
+461
414
$34K 0.02%
152
+91
415
$34K 0.02%
59
+34
416
$34K 0.02%
394
+250
417
$34K 0.02%
722
+455
418
$34K 0.02%
+291
419
$34K 0.02%
246
+157
420
$34K 0.02%
202
+121
421
$34K 0.02%
324
+179
422
$34K 0.02%
401
+246
423
$33K 0.02%
457
+297
424
$33K 0.02%
2,215
+1,415
425
$33K 0.02%
389
+220