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
$101M
AUM Growth
-$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1 +$42.8M
2 +$1.17M
3 +$963K
4
VEEV icon
Veeva Systems
VEEV
+$341K
5
SUPN icon
Supernus Pharmaceuticals
SUPN
+$328K

Top Sells

1 +$5.86M
2 +$5.2M
3 +$4.1M
4
MANH icon
Manhattan Associates
MANH
+$3.34M
5
EGOV
NIC Inc
EGOV
+$3.2M

Sector Composition

1 Financials 9.56%
2 Industrials 6.93%
3 Technology 6.58%
4 Healthcare 5.83%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
-86
627
0
628
-50,112
629
-12,631
630
-26,254
631
-24,585
632
-44,472
633
-17,764
634
-27,760
635
-34,549