KFS
Kaizen Financial Strategies Portfolio holdings
AUM
$197M
This Quarter Return
+10.42%
1 Year Return
+21.14%
3 Year Return
+92.69%
5 Year Return
–
10 Year Return
–
AUM
$117M
AUM Growth
+$117M
(+15%)
Cap. Flow
+$6.41M
Cap. Flow
% of AUM
5.49%
Top 10 Holdings %
Top 10 Hldgs %
52.28%
Holding
121
New
20
Increased
48
Reduced
26
Closed
7
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.96M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$2.01M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.85M |
| 4 |
VanEck Semiconductor ETF
SMH
|
$771K |
| 5 |
Oracle
ORCL
|
$475K |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$5.18M |
| 2 |
Applied Materials
AMAT
|
$575K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$565K |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$492K |
| 5 |
NVIDIA
NVDA
|
$410K |
Sector Composition
| 1 | Technology | 22.36% |
| 2 | Communication Services | 5.07% |
| 3 | Consumer Discretionary | 4.99% |
| 4 | Financials | 4.7% |
| 5 | Industrials | 3.06% |
