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
$134M
AUM Growth
+$9.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$1.02M
3 +$865K
4
CRM icon
Salesforce
CRM
+$749K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$733K

Top Sells

1 +$1.88M
2 +$1.55M
3 +$1.07M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1,000K
5
TAN icon
Invesco Solar ETF
TAN
+$924K

Sector Composition

1 Technology 23.05%
2 Financials 6.13%
3 Consumer Discretionary 4.96%
4 Communication Services 4.95%
5 Real Estate 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,650
152
-50,839
153
-20,000