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
$101M
AUM Growth
+$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$689K
3
+$476K
4
AGCO icon
AGCO
AGCO
+$408K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$328K

Top Sells

1
+$1.59M
2
+$883K
3
+$756K
4
CRM icon
Salesforce
CRM
+$547K
5
META icon
Meta Platforms (Facebook)
META
+$530K

Sector Composition

1 Technology 18.24%
2 Financials 6.01%
3 Communication Services 5.91%
4 Industrials 5%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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129
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130
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131
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-10,000
132
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133
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134
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135
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-7,500
136
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137
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-10,000
138
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-1,248
139
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0
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6