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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
SPG icon
101
Simon Property Group
SPG
$69.9B
$422K 0.18%
2,096
+28
ACHR icon
102
Archer Aviation
ACHR
$4.23B
$422K 0.18%
69,374
-11,677
XSW icon
103
State Street SPDR S&P Software & Services ETF
XSW
$411M
$414K 0.18%
2,735
+50
HACK icon
104
Amplify Cybersecurity ETF
HACK
$2.41B
$406K 0.17%
5,222
-101
BAC.PRL icon
105
Bank of America Series L
BAC.PRL
$3.81B
$396K 0.17%
325
+5
UMMA icon
106
Wahed Dow Jones Islamic World ETF
UMMA
$294M
$394K 0.17%
+11,774
ORCL icon
107
Oracle
ORCL
$554B
$390K 0.17%
2,186
-137
IVV icon
108
iShares Core S&P 500 ETF
IVV
$824B
$383K 0.16%
544
-17
PGR icon
109
Progressive
PGR
$119B
$383K 0.16%
1,880
-188
SCHM icon
110
Schwab US Mid-Cap ETF
SCHM
$15B
$382K 0.16%
11,510
+29
VNM icon
111
VanEck Vietnam ETF
VNM
$553M
$380K 0.16%
20,314
+1,593
FIW icon
112
First Trust Water ETF
FIW
$1.79B
$377K 0.16%
3,539
+6
IWO icon
113
iShares Russell 2000 Growth ETF
IWO
$14.9B
$375K 0.16%
1,075
FLMX icon
114
Franklin FTSE Mexico ETF
FLMX
$88.6M
$352K 0.15%
9,163
+769
EWP icon
115
iShares MSCI Spain ETF
EWP
$1.82B
$350K 0.15%
6,100
BRK.B icon
116
Berkshire Hathaway Class B
BRK.B
$1.07T
$331K 0.14%
696
-13
EME icon
117
Emcor
EME
$37.4B
$327K 0.14%
413
+20
ACWX icon
118
iShares MSCI ACWI ex US ETF
ACWX
$11.6B
$325K 0.14%
4,420
AES icon
119
AES
AES
$10.5B
$322K 0.14%
22,185
+7,485
GILD icon
120
Gilead Sciences
GILD
$154B
$320K 0.14%
2,308
+47
ALSN icon
121
Allison Transmission
ALSN
$9.91B
$314K 0.13%
2,500
HESM icon
122
Hess Midstream
HESM
$4.81B
$308K 0.13%
8,150
-1,144
NEM icon
123
Newmont
NEM
$113B
$305K 0.13%
2,689
-285
EWC icon
124
iShares MSCI Canada ETF
EWC
$5.85B
$302K 0.13%
5,210
+200
HON icon
125
Honeywell
HON
$144B
$297K 0.13%
1,296
+15
3 4
5
6 7