KFS
Kaizen Financial Strategies Portfolio holdings
AUM
$197M
This Quarter Return
+8.87%
1 Year Return
+21.14%
3 Year Return
+92.69%
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$147M
(+12%)
Cap. Flow
+$6.92M
Cap. Flow
% of AUM
4.7%
Top 10 Holdings %
Top 10 Hldgs %
49.68%
Holding
136
New
18
Increased
58
Reduced
32
Closed
10
Top Buys
Top Sells
| 1 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$1.24M |
| 2 |
Boeing
BA
|
$521K |
| 3 |
VanEck Semiconductor ETF
SMH
|
$467K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$425K |
| 5 |
Caterpillar
CAT
|
$376K |
Sector Composition
| 1 | Technology | 19.76% |
| 2 | Consumer Discretionary | 5.48% |
| 3 | Financials | 5.14% |
| 4 | Communication Services | 4.44% |
| 5 | Healthcare | 1.73% |
