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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
$236M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.99M
3
+$1.76M
4
JIVE icon
JPMorgan International Value ETF
JIVE
+$1.47M
5
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$691K

Top Sells

1
+$3.83M
2
+$1.2M
3
+$1.05M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$724K
5
UGL icon
ProShares Ultra Gold
UGL
+$571K

Sector Composition

1 Technology 15.99%
2 Communication Services 5.96%
3 Consumer Discretionary 3.5%
4 Industrials 3.15%
5 Financials 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCJ icon
126
iShares MSCI Japan Small-Cap ETF
SCJ
$231M
$294K 0.12%
+2,863
BABA icon
127
Alibaba
BABA
$270B
$291K 0.12%
2,100
QCOM icon
128
Qualcomm
QCOM
$233B
$288K 0.12%
2,145
-159
DRS icon
129
Leonardo DRS
DRS
$12.5B
$288K 0.12%
+6,410
AA icon
130
Alcoa
AA
$16.9B
$287K 0.12%
+4,072
BTCI
131
NEOS Bitcoin High Income ETF
BTCI
$1.13B
$285K 0.12%
7,962
SPYV icon
132
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.4B
$279K 0.12%
4,758
+18
MMM icon
133
3M
MMM
$82.5B
$274K 0.12%
1,823
-7
UNH icon
134
UnitedHealth
UNH
$373B
$273K 0.12%
+861
LDOS icon
135
Leidos
LDOS
$14.4B
$272K 0.12%
1,740
INCY icon
136
Incyte
INCY
$20.4B
$272K 0.12%
+2,853
JEPI icon
137
JPMorgan Equity Premium Income ETF
JEPI
$44.6B
$272K 0.12%
4,721
+1,078
PSLV icon
138
Sprott Physical Silver Trust
PSLV
$14.2B
$271K 0.11%
10,600
+800
SCHD icon
139
Schwab US Dividend Equity ETF
SCHD
$96B
$271K 0.11%
+8,799
XLU icon
140
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$268K 0.11%
5,778
+318
LEN icon
141
Lennar Class A
LEN
$22.1B
$257K 0.11%
2,891
-581
KCE icon
142
State Street SPDR S&P Capital Markets ETF
KCE
$446M
$255K 0.11%
1,690
+150
DOW icon
143
Dow Inc
DOW
$24B
$255K 0.11%
+6,377
TSM icon
144
TSMC
TSM
$2.29T
$253K 0.11%
+695
XLY icon
145
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.8B
$252K 0.11%
2,145
-797
OKE icon
146
Oneok
OKE
$55.1B
$244K 0.1%
2,869
-2,129
DFCA icon
147
Dimensional California Municipal Bond ETF
DFCA
$697M
$244K 0.1%
4,869
-1,034
XHS icon
148
State Street SPDR S&P Health Care Services ETF
XHS
$109M
$239K 0.1%
2,250
+250
PANW icon
149
Palo Alto Networks
PANW
$232B
$238K 0.1%
1,428
-382
XLI icon
150
State Street Industrial Select Sector SPDR ETF
XLI
$31.3B
$230K 0.1%
+1,352
4 5
6
7 8