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
$144M
AUM Growth
-$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1 +$704K
2 +$224K
3 +$206K
4
JNJ icon
Johnson & Johnson
JNJ
+$142K
5
AMZN icon
Amazon
AMZN
+$137K

Top Sells

1 +$6.5M
2 +$1.16M
3 +$191K
4
WDFC icon
WD-40
WDFC
+$179K
5
NTRI
NutriSystem, Inc.
NTRI
+$178K

Sector Composition

1 Financials 18.06%
2 Industrials 14.3%
3 Technology 11.38%
4 Consumer Discretionary 11.01%
5 Healthcare 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EVHC
576
DELISTED
Envision Healthcare Holdings Inc
EVHC
-253
ANDV
577
DELISTED
Andeavor
ANDV
-341
CA
578
DELISTED
CA, Inc.
CA
-785