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
$128M
AUM Growth
-$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$2.56M
2 +$2.3M
3 +$1.36M
4
GLD icon
SPDR Gold Trust
GLD
+$1.09M
5
NMI icon
Nuveen Municipal Income
NMI
+$1M

Top Sells

1 +$1.6M
2 +$1.04M
3 +$829K
4
SCHW icon
Charles Schwab
SCHW
+$804K
5
XLRE icon
Real Estate Select Sector SPDR Fund
XLRE
+$770K

Sector Composition

1 Technology 22.47%
2 Communication Services 6.78%
3 Financials 6.27%
4 Consumer Discretionary 4.62%
5 Real Estate 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-6,001
152
-5,500