KFS
Kaizen Financial Strategies Portfolio holdings
AUM $173M
AUM
$173M
AUM Growth
-$3.29M (-2%)
Cap. Flow
+$10.9M
Cap. Flow % of AUM
6.3%
Top 10 Holdings %Top 10 Hldgs %
49.51%
Holding
151
New
17
Increased
63
Reduced
45
Closed
12
Top Buys
| 1 | $4.59M | |
| 2 | $3.37M | |
| 3 | $1.58M | |
| 4 | $951K | |
| 5 | $648K |
Top Sells
| 1 | $3.46M | |
| 2 | $3.13M | |
| 3 | $1.14M | |
| 4 | $436K | |
| 5 | $303K |
Sector Composition
| 1 | Technology | 17.37% |
| 2 | Financials | 4.67% |
| 3 | Consumer Discretionary | 4.41% |
| 4 | Communication Services | 4.06% |
| 5 | Industrials | 2.14% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -1,283 | Closed | – |
