KFS
Kaizen Financial Strategies Portfolio holdings
AUM
$197M
1-Year Est. Return
21.14%
1 Year Est. Return
+21.14%
AUM
$173M
AUM Growth
-$3.29M
(-1.9%)
Holding
151
Top Buys
| 1 | +$4.59M | |
| 2 | +$3.37M | |
| 3 | +$1.58M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$951K |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$648K |
Top Sells
| 1 | +$3.46M | |
| 2 | +$3.13M | |
| 3 | +$1.14M | |
| 4 |
KLA
KLAC
|
+$643K |
| 5 |
Apple
AAPL
|
+$436K |
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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Cleveland-Cliffs
CLF
$6.15B
| – | – |
-15,000
|
|