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
$192M
AUM Growth
-$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1 +$1.16M
2 +$1.16M
3 +$1.16M
4
TSCO icon
Tractor Supply
TSCO
+$1.15M
5
CXO
CONCHO RESOURCES INC.
CXO
+$1.15M

Top Sells

1 +$1.92M
2 +$1.87M
3 +$1.68M
4
VNOM icon
Viper Energy
VNOM
+$1.53M
5
TNET icon
TriNet
TNET
+$1.49M

Sector Composition

1 Financials 18.35%
2 Industrials 14.56%
3 Technology 11.05%
4 Consumer Discretionary 10.85%
5 Healthcare 9.59%