KFS
Kaizen Financial Strategies Portfolio holdings
AUM
$197M
1-Year Est. Return
21.14%
1 Year Est. Return
+21.14%
AUM
$197M
AUM Growth
+$23.5M
(+14%)
Holding
159
Top Buys
| 1 | +$966K | |
| 2 | +$959K | |
| 3 | +$814K | |
| 4 |
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
|
+$640K |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$582K |
Top Sells
| 1 | +$1.22M | |
| 2 | +$1M | |
| 3 | +$660K | |
| 4 |
Garmin
GRMN
|
+$367K |
| 5 |
Williams-Sonoma
WSM
|
+$329K |
Sector Composition
| 1 | Technology | 17.34% |
| 2 | Financials | 4.82% |
| 3 | Communication Services | 4.52% |
| 4 | Consumer Discretionary | 4.18% |
| 5 | Industrials | 2.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Eos Energy Enterprises
EOSE
$4.48B
| – | – |
-10,700
|
|
||
|
152
Garmin
GRMN
$41.1B
| – | – |
-1,692
|
|
||
153
lululemon athletica
LULU
$20.2B
| – | – |
-1,069
|
|
||
154
SLB Ltd
SLB
$53.9B
| – | – |
-5,314
|
|
||
155
Thermo Fisher Scientific
TMO
$214B
| – | – |
-607
|
|
||
156
ProShares UltraPro QQQ
TQQQ
$31.5B
| – | – |
0
|
|
||
157
UnitedHealth
UNH
$309B
| – | – |
-525
|
|
||
158
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$654M
| – | – |
0
|
|
||
|
159
Williams-Sonoma
WSM
$23.7B
| – | – |
-2,080
|
|