Instuitional Investor - Kaizen Advisory, Llc

Fund Profile
Filing Period:
Fund Name: Kaizen Advisory, Llc
Portfolio Value $143,947,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1. SPY 76,256 $19,058,000 13.23%
2. AAPL 64,316 $2,536,000 1.76%
3. MSFT 20,677 $2,100,000 1.45%
4. AMZN 21,400 $1,607,000 1.11%
5. MA 6,606 $1,246,000 0.86%