KFS
Kaizen Financial Strategies Portfolio holdings
AUM
$197M
This Quarter Return
-4.28%
1 Year Return
+21.14%
3 Year Return
+92.69%
5 Year Return
–
10 Year Return
–
AUM
$98.1M
AUM Growth
+$98.1M
(-2.9%)
Cap. Flow
+$5.83M
Cap. Flow
% of AUM
5.94%
Top 10 Holdings %
Top 10 Hldgs %
37.08%
Holding
138
New
18
Increased
48
Reduced
42
Closed
22
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$2.45M |
| 2 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$1.98M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.61M |
| 4 |
Tesla
TSLA
|
$1.3M |
| 5 |
Schwab Long-Term US Treasury ETF
SCHQ
|
$1.28M |
Top Sells
Sector Composition
| 1 | Technology | 20.24% |
| 2 | Communication Services | 7.99% |
| 3 | Consumer Discretionary | 5.75% |
| 4 | Financials | 5.73% |
| 5 | Real Estate | 2.78% |
