KFS

Kaizen Financial Strategies Portfolio holdings

AUM $173M
This Quarter Return
-5.1%
1 Year Return
+13.74%
3 Year Return
+39.82%
5 Year Return
10 Year Return
AUM
$173M
AUM Growth
-$3.29M
Cap. Flow
+$7.87M
Cap. Flow %
4.54%
Top 10 Hldgs %
49.51%
Holding
151
New
17
Increased
63
Reduced
45
Closed
12
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-1,283
Closed
-$209K