KOZAK & ASSOCIATES, INC.
KOZAK & ASSOCIATES, INC. runs KOZAK & ASSOCIATES, INC. and currently holds 449 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $512.85M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. KOZAK & ASSOCIATES, INC. ranks #804 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, KOZAK & ASSOCIATES, INC.'s portfolio at KOZAK & ASSOCIATES, INC. has delivered returns of +14.60%. Their 3-year annualized return is +68.41%. Looking at the 5-year horizon, KOZAK & ASSOCIATES, INC. has achieved +51.05% annualized returns at KOZAK & ASSOCIATES, INC..
Portfolio Value
$512.85M
Alpha Score
43.3
#804 of 1000
Holdings
449
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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