KFS

Kaizen Financial Strategies Portfolio holdings

AUM $197M
1-Year Est. Return 21.14%
This Quarter Est. Return
1 Year Est. Return
+21.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$1.02M
3
+$865K
4
CRM icon
Salesforce
CRM
+$749K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$733K

Top Sells

1
+$1.88M
2
+$1.55M
3
+$1.07M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1,000K
5
TAN icon
Invesco Solar ETF
TAN
+$924K

Sector Composition

1 Technology 23.05%
2 Financials 6.13%
3 Consumer Discretionary 4.96%
4 Communication Services 4.95%
5 Real Estate 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$656K 0.49%
3,172
-1,111
52
$646K 0.48%
21,408
-5,481
53
$631K 0.47%
13,439
+8,306
54
$631K 0.47%
41,731
-25,381
55
$597K 0.45%
+52,090
56
$589K 0.44%
8,940
57
$586K 0.44%
13,557
-1,772
58
$573K 0.43%
5,092
+86
59
$573K 0.43%
5,000
60
$563K 0.42%
5,900
61
$561K 0.42%
13,721
-513
62
$559K 0.42%
1,300
63
$548K 0.41%
6,820
+92
64
$526K 0.39%
+1,494
65
$525K 0.39%
16,200
66
$518K 0.39%
3,601
+101
67
$513K 0.38%
6,073
+105
68
$511K 0.38%
34,080
+17,589
69
$501K 0.38%
2,655
-847
70
$483K 0.36%
3,190
+90
71
$476K 0.36%
2,858
+1,127
72
$472K 0.35%
1,614
+796
73
$466K 0.35%
10,888
-2,212
74
$462K 0.35%
2,501
75
$459K 0.34%
8,058
-667
1 2
3
4 5