KFS

Kaizen Financial Strategies Portfolio holdings

AUM $197M
1-Year Est. Return 21.14%
This Quarter Est. Return
1 Year Est. Return
+21.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$521K
2 +$447K
3 +$413K
4
IBM icon
IBM
IBM
+$327K
5
PGR icon
Progressive
PGR
+$315K

Top Sells

1 +$509K
2 +$443K
3 +$353K
4
LEN icon
Lennar Class A
LEN
+$332K
5
CHD icon
Church & Dwight Co
CHD
+$312K

Sector Composition

1 Technology 19.69%
2 Consumer Discretionary 5.97%
3 Financials 5.3%
4 Communication Services 4.63%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,300
127
-4,737