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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
$221M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.79M
3
+$1.76M
4
VPLS
Vanguard Core Plus Bond ETF
VPLS
+$909K
5
QTUM icon
Defiance Quantum ETF
QTUM
+$806K

Top Sells

1
+$1.4M
2
+$1.24M
3
+$804K
4
TSLA icon
Tesla
TSLA
+$676K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$589K

Sector Composition

1 Technology 17.81%
2 Communication Services 5.35%
3 Consumer Discretionary 4.02%
4 Financials 3.94%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$398K 0.18%
6,460
102
$393K 0.18%
3,526
+5
103
$378K 0.17%
561
-212
104
$377K 0.17%
1,272
+142
105
$374K 0.17%
759
+42
106
$372K 0.17%
5,480
-1,438
107
$370K 0.17%
+9,612
108
$369K 0.17%
2,258
-380
109
$362K 0.16%
2,091
-638
110
$352K 0.16%
1,100
-125
111
$350K 0.16%
1,398
+9
112
$339K 0.15%
1,743
+3
113
$336K 0.15%
573
114
$332K 0.15%
11,431
+48
115
$329K 0.15%
9,821
-3,001
116
$309K 0.14%
6,100
117
$304K 0.14%
11,059
+329
118
$300K 0.14%
1,833
-144
119
$300K 0.14%
915
-831
120
$291K 0.13%
3,699
-1,229
121
$291K 0.13%
4,420
122
$281K 0.13%
+2,800
123
$278K 0.13%
2,255
-188
124
$270K 0.12%
8,237
-213
125
$268K 0.12%
1,600
-200
3 4
5
6 7