Asset Manager
← All Institutions
Kozak & Associates, Inc.
1745 SHEA CENTER DRIVE, SUITE 345, HIGHLANDS RANCH, CO 80129 • 3038474045
Market Value
$0
Holdings
0
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 73.5% |
| Technology | 15.1% |
| Consumer Cyclical | 4.4% |
| Consumer Defensive | 3.0% |
| Industrials | 1.4% |
Portfolio Analytics
Avg Market Cap
—
Median Market Cap
—
Avg P/E
—
Median P/E
—
Avg Dividend Yield
—%
Avg Beta
—
# Stocks
0
# ETFs / Funds
0