KFS
Kaizen Financial Strategies Portfolio holdings
AUM
$197M
This Quarter Return
+13.53%
1 Year Return
+21.14%
3 Year Return
+92.69%
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
+$101M
(+0.23%)
Cap. Flow
-$6.34M
Cap. Flow
% of AUM
-6.25%
Top 10 Holdings %
Top 10 Hldgs %
51.37%
Holding
127
New
6
Increased
23
Reduced
65
Closed
26
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$5.18M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$4.17M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$3.7M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.71M |
| 5 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$1.58M |
Top Sells
Sector Composition
| 1 | Technology | 20.89% |
| 2 | Communication Services | 5.01% |
| 3 | Consumer Discretionary | 4.91% |
| 4 | Financials | 4.63% |
| 5 | Industrials | 3.17% |
