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KFS
Kaizen Financial Strategies Portfolio holdings
AUM
$236M
1-Year Est. Return
28.3%
This Fund
S&P 500
1 Year Est. Return
+28.3%
AUM
$236M
AUM Growth
+$9.58M
(+4.2%)
Holding
186
Top Buys
| 1 | +$2.96M | |
| 2 | +$1.99M | |
| 3 | +$1.76M | |
| 4 |
JPMorgan International Value ETF
JIVE
|
+$1.47M |
| 5 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
+$691K |
Top Sells
| 1 | +$3.83M | |
| 2 | +$1.2M | |
| 3 | +$1.05M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$724K |
| 5 |
ProShares Ultra Gold
UGL
|
+$571K |
Sector Composition
| 1 | Technology | 15.99% |
| 2 | Communication Services | 5.96% |
| 3 | Consumer Discretionary | 3.5% |
| 4 | Industrials | 3.15% |
| 5 | Financials | 2.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
State Street SPDR S&P Metals & Mining ETF
XME
$4.93B
| – | – |
-2,144
|
|
||
177
iShares MSCI Italy ETF
EWI
$660M
| – | – |
-7,800
|
|
||
178
Direxion Daily Financial Bull 3x ETF
FAS
$2.26B
| – | – |
-1,475
|
|
||
179
Fidelity National Financial
FNF
$12.9B
| – | – |
-3,812
|
|
||
180
SPDR Gold MiniShares Trust
GLDM
$29.4B
| – | – |
-3,780
|
|
||
181
Wahed FTSE USA Shariah ETF
HLAL
$921M
| – | – |
-3,505
|
|
||
182
Intuitive Surgical
ISRG
$148B
| – | – |
-411
|
|
||
183
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.39B
| – | – |
-2,479
|
|
||
|
SCHQ
184
Schwab Long-Term US Treasury ETF
SCHQ
$747M
| – | – |
-120,863
|
|
||
|
SCHW
185
Charles Schwab
SCHW
$158B
| – | – |
-2,101
|
|
||
186
SLM Corp
SLM
$4.13B
| – | – |
-8,541
|
|