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KFS

Kaizen Financial Strategies Portfolio holdings

AUM $236M
1-Year Est. Return 28.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.79M
3
+$1.76M
4
VPLS
Vanguard Core Plus Bond ETF
VPLS
+$909K
5
QTUM icon
Defiance Quantum ETF
QTUM
+$806K

Top Sells

1
+$1.4M
2
+$1.24M
3
+$804K
4
TSLA icon
Tesla
TSLA
+$676K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$589K

Sector Composition

1 Technology 17.81%
2 Communication Services 5.35%
3 Consumer Discretionary 4.02%
4 Financials 3.94%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 0.83%
+35,049
27
$1.55M 0.7%
51,124
-3,346
28
$1.43M 0.65%
4,595
-25
29
$1.37M 0.62%
2,217
-218
30
$1.34M 0.6%
5,622
-425
31
$1.3M 0.59%
19,830
-500
32
$1.28M 0.58%
5,351
-906
33
$1.24M 0.56%
2,007
+141
34
$1.16M 0.52%
19,753
-1,190
35
$1.09M 0.49%
15,100
-1,300
36
$1.03M 0.47%
163,498
-342
37
$970K 0.44%
2,877
+13
38
$954K 0.43%
5,452
-602
39
$946K 0.43%
1,024
-131
40
$940K 0.42%
17,216
-1,165
41
$939K 0.42%
21,443
-815
42
$933K 0.42%
8,737
-2,740
43
$929K 0.42%
+8,416
44
$929K 0.42%
2,821
-228
45
$918K 0.41%
+11,676
46
$910K 0.41%
6,245
+125
47
$889K 0.4%
4,058
-304
48
$856K 0.39%
7,800
-110
49
$778K 0.35%
4,796
+23
50
$763K 0.34%
6,790
+523
1
2
3 4 5