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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
$236M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.99M
3
+$1.76M
4
JIVE icon
JPMorgan International Value ETF
JIVE
+$1.47M
5
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$691K

Top Sells

1
+$3.83M
2
+$1.2M
3
+$1.05M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$724K
5
UGL icon
ProShares Ultra Gold
UGL
+$571K

Sector Composition

1 Technology 15.99%
2 Communication Services 5.96%
3 Consumer Discretionary 3.5%
4 Industrials 3.15%
5 Financials 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
51
AbbVie
ABBV
$392B
$847K 0.36%
4,052
-87
XLRE icon
52
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.05B
$829K 0.35%
18,934
-2,983
COST icon
53
Costco
COST
$434B
$823K 0.35%
833
-194
PLTR icon
54
Palantir
PLTR
$323B
$822K 0.35%
5,755
+311
XLF icon
55
State Street Financial Select Sector SPDR ETF
XLF
$50.6B
$819K 0.35%
15,733
WDC icon
56
Western Digital
WDC
$225B
$808K 0.34%
2,234
-342
XLC icon
57
State Street Communication Services Select Sector SPDR ETF
XLC
$24B
$787K 0.33%
6,622
+350
KGC icon
58
Kinross Gold
KGC
$32.6B
$755K 0.32%
22,301
SCHK icon
59
Schwab 1000 Index ETF
SCHK
$5.72B
$755K 0.32%
22,338
+1,335
GE icon
60
GE Aerospace
GE
$357B
$755K 0.32%
2,530
+17
IUSG icon
61
iShares Core S&P US Growth ETF
IUSG
$32.3B
$752K 0.32%
4,344
+5
JPM icon
62
JPMorgan Chase
JPM
$856B
$733K 0.31%
2,364
+8
EPOL icon
63
iShares MSCI Poland ETF
EPOL
$690M
$731K 0.31%
18,315
+597
UEC icon
64
Uranium Energy
UEC
$5.82B
$728K 0.31%
48,011
+500
V icon
65
Visa
V
$616B
$717K 0.3%
2,274
-426
CRM icon
66
Salesforce
CRM
$135B
$714K 0.3%
3,940
-415
SOXL icon
67
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$34.3B
$703K 0.3%
7,960
+350
BTC
68
Grayscale Bitcoin Mini Trust ETF
BTC
$3.53B
$701K 0.3%
21,023
+9,888
EDD
69
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$367M
$688K 0.29%
121,694
+5,725
RGLD icon
70
Royal Gold
RGLD
$18.3B
$668K 0.28%
2,548
-21
USLM icon
71
United States Lime & Minerals
USLM
$3.17B
$662K 0.28%
4,953
-25
STAG icon
72
STAG Industrial
STAG
$7.37B
$657K 0.28%
16,925
+178
PDI icon
73
PIMCO Dynamic Income Fund
PDI
$7.62B
$641K 0.27%
37,053
+993
LQD icon
74
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.4B
$635K 0.27%
5,807
-207
NFLX icon
75
Netflix
NFLX
$344B
$630K 0.27%
5,849
+391
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3
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