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
476
$28K 0.01%
915
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477
$28K 0.01%
1,070
+586
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$28K 0.01%
346
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785
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252
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221
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644
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$22K 0.01%
165
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$22K 0.01%
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500
$22K 0.01%
313
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