KFS
Kaizen Financial Strategies Portfolio holdings
AUM
$197M
This Quarter Return
+0.94%
1 Year Return
+21.14%
3 Year Return
+92.69%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.35%
Holding
139
New
139
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$11.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$5.15M |
| 3 |
Schwab 1-5 Year Corporate Bond ETF
SCHJ
|
$3.9M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$3.51M |
| 5 |
Microsoft
MSFT
|
$3.47M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 21.33% |
| 2 | Financials | 6.86% |
| 3 | Communication Services | 6.29% |
| 4 | Consumer Discretionary | 4.47% |
| 5 | Industrials | 3.7% |
