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
451
$28K 0.01%
152
+94
452
$28K 0.01%
267
+160
453
$28K 0.01%
647
+386
454
$28K 0.01%
635
+406
455
$28K 0.01%
536
+300
456
$28K 0.01%
329
+199
457
$28K 0.01%
590
+322
458
$28K 0.01%
1,012
+585
459
$28K 0.01%
480
+292
460
$28K 0.01%
1,177
+726
461
$28K 0.01%
261
+137
462
$28K 0.01%
279
+154
463
$28K 0.01%
163
+99
464
$28K 0.01%
360
+219
465
$28K 0.01%
705
+441
466
$28K 0.01%
296
+159
467
$28K 0.01%
422
+261
468
$28K 0.01%
212
+123
469
$28K 0.01%
1,041
+631
470
$28K 0.01%
227
+146
471
$28K 0.01%
277
+169
472
$28K 0.01%
380
+212
473
$28K 0.01%
418
+252
474
$28K 0.01%
524
+339
475
$28K 0.01%
742
+437