KA

Kaizen Advisory Portfolio holdings

AUM $144M
1-Year Est. Return 5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-5%
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 +$11.8M
2 +$1.92M
3 +$1.49M
4
INTC icon
Intel
INTC
+$1.48M
5
GNRC icon
Generac Holdings
GNRC
+$1.41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.21%
2 Industrials 17.65%
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%
+97
527
$7K ﹤0.01%
+205
528
$7K ﹤0.01%
+67
529
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+628
530
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+1,126
531
$7K ﹤0.01%
+85
532
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+39
533
$7K ﹤0.01%
+1,150
534
$7K ﹤0.01%
+136
535
$7K ﹤0.01%
+331
536
$7K ﹤0.01%
+108
537
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538
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539
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540
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541
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542
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543
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544
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545
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+339
546
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547
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+204
548
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549
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+58
550
$6K ﹤0.01%
+102