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
$105M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$3.76M
2 +$2.43M
3 +$2.03M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.57M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.56M

Top Sells

1 +$2.44M
2 +$1.86M
3 +$1.31M
4
AAPL icon
Apple
AAPL
+$1.13M
5
PARA
Paramount Global Class B
PARA
+$958K

Sector Composition

1 Technology 19.13%
2 Consumer Discretionary 7.28%
3 Financials 5.51%
4 Communication Services 4.1%
5 Industrials 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,672
152
-14,600