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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
51
$762K 0.34%
14,546
-1,084
52
$753K 0.34%
18,498
-620
53
$743K 0.34%
16,400
54
$737K 0.33%
2,351
-23
55
$719K 0.32%
4,332
-400
56
$717K 0.32%
2,349
-178
57
$696K 0.31%
+8,491
58
$688K 0.31%
6,203
-153
59
$685K 0.31%
1,202
+11
60
$678K 0.31%
21,003
+4,441
61
$668K 0.3%
2,010
+10
62
$643K 0.29%
16,655
+241
63
$638K 0.29%
34,811
+334
64
$637K 0.29%
+1,742
65
$623K 0.28%
8,354
-302
66
$620K 0.28%
2,543
+526
67
$618K 0.28%
115,969
-9,035
68
$618K 0.28%
5,403
-588
69
$604K 0.27%
18,615
+2,974
70
$600K 0.27%
2,569
-860
71
$593K 0.27%
3,314
72
$581K 0.26%
47,511
73
$573K 0.26%
64,494
-1,457
74
$541K 0.24%
22,751
-7,349
75
$530K 0.24%
3,350
-669
1 2
3
4 5