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KA

Kaizen Advisory Portfolio holdings

AUM $144M
1-Year Est. Return 5%
This Fund
S&P 500
This Quarter Est. Return
+8.39%
1 Year Est. Return
-5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
Cap. Flow
+$147M
Cap. Flow %
87.81%
Top 10 Hldgs %
26.68%
Holding
572
New
572
Increased
Reduced
Closed

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$11.8M
2
AAPL icon
Apple
AAPL
+$1.92M
3
JPM icon
JPMorgan Chase
JPM
+$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

Rank Sector Weight
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
NFX
551
DELISTED
Newfield Exploration
NFX
$6K ﹤0.01%
+204
New +$6.19K
SCG
552
DELISTED
Scana
SCG
$6K ﹤0.01%
+145
New +$6.48K
FLS icon
553
Flowserve
FLS
$9.14B
$5K ﹤0.01%
+114
New +$4.77K
HRB icon
554
H&R Block
HRB
$4.98B
$5K ﹤0.01%
+185
New +$4.8K
JWN
555
DELISTED
Nordstrom
JWN
$5K ﹤0.01%
+104
New +$4.48K
MAT icon
556
Mattel
MAT
$4.13B
$5K ﹤0.01%
+346
New +$5.48K
PWR icon
557
Quanta Services
PWR
$97.7B
$5K ﹤0.01%
+131
New +$4.92K
RL icon
558
Ralph Lauren
RL
$22.4B
$5K ﹤0.01%
+48
New +$4.43K
SRCL
559
DELISTED
Stericycle Inc
SRCL
$5K ﹤0.01%
+73
New +$4.96K
DISCK
560
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$5K ﹤0.01%
+224
New +$4.12K
NAVI icon
561
Navient
NAVI
$797M
$4K ﹤0.01%
+300
New +$3.79K
RRC icon
562
Range Resources
RRC
$9.15B
$4K ﹤0.01%
+233
New +$4.19K
TRIP icon
563
TripAdvisor
TRIP
$1.55B
$4K ﹤0.01%
+116
New +$4.19K
CHK
564
DELISTED
Chesapeake Energy Corporation
CHK
$4K ﹤0.01%
+5
New +$3.9K
EVHC
565
DELISTED
Envision Healthcare Holdings Inc
EVHC
$4K ﹤0.01%
+127
New +$4.44K
SIG icon
566
Signet Jewelers
SIG
$3.48B
$3K ﹤0.01%
+48
New +$2.93K
WBD icon
567
Warner Bros
WBD
$65.2B
$3K ﹤0.01%
+132
New +$2.58K
NWS icon
568
News Corp Class B
NWS
$16.2B
$2K ﹤0.01%
+126
New +$1.92K
UA icon
569
Under Armour Class C
UA
$2.79B
$2K ﹤0.01%
+183
New +$2.4K
UAA icon
570
Under Armour
UAA
$2.86B
$2K ﹤0.01%
+173
New +$2.5K
PDCO
571
DELISTED
Patterson Companies, Inc.
PDCO
$2K ﹤0.01%
+69
New +$2.52K
DLPH
572
DELISTED
Delphi Technologies PLC Ordinary Shares
DLPH
$2K ﹤0.01%
+44
New +$2.29K

Similar funds

Kaizen Advisory's Q4 2017 Portfolio in Review

Q4 2017 is the first quarter with a 13F filing on record for Kaizen Advisory, which disclosed 572 positions worth $168M. Its ten largest holdings account for 27% of the portfolio.

Its largest position is State Street SPDR S&P 500 ETF Trust: 45,556 shares worth $12.2M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, followed by Industrials and Financials.

  • Kaizen Advisory's largest Q4 2017 buy was State Street SPDR S&P 500 ETF Trust: 45,556 shares worth $12.2M.
  • Kaizen Advisory's ten largest holdings make up 27% of its $168M portfolio in Q4 2017.
  • Kaizen Advisory disclosed 572 positions in Q4 2017, its first 13F filing on record.

Based on Kaizen Advisory's 13F filing for Q4 2017, filed 13 Feb 2018.