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
$168M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$5.86M
3 +$5.2M
4
COHR icon
Coherent
COHR
+$4.1M
5
DVN icon
Devon Energy
DVN
+$3.59M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.21%
2 Industrials 17.64%
3 Financials 16.07%
4 Healthcare 8.7%
5 Consumer Discretionary 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$7K ﹤0.01%
+628
527
$7K ﹤0.01%
+1,126
528
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+85
529
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530
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531
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535
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536
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537
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541
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548
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549
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550
$6K ﹤0.01%
+131