We are live on ! Find out more
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
126
$268K 0.12%
6,060
-1,500
127
$252K 0.11%
2,142
+2
128
$250K 0.11%
2,474
+7
129
$249K 0.11%
1,351
+2
130
$249K 0.11%
5,010
+10
131
$245K 0.11%
2,968
-499
132
$242K 0.11%
9,041
-173
133
$239K 0.11%
4,769
+59
134
$238K 0.11%
+1,475
135
$237K 0.11%
1,552
136
$236K 0.11%
+4,265
137
$234K 0.11%
+1,129
138
$227K 0.1%
6,134
+1,268
139
$224K 0.1%
409
+5
140
$224K 0.1%
407
+2
141
$223K 0.1%
+1,540
142
$221K 0.1%
3,874
+357
143
$220K 0.1%
4,136
-317
144
$215K 0.1%
3,943
-142
145
$213K 0.1%
12,609
-22
146
$212K 0.1%
+2,854
147
$212K 0.1%
+3,505
148
$211K 0.1%
+8,279
149
$206K 0.09%
+2,000
150
$204K 0.09%
2,500
3 4 5
6
7