KFS
Kaizen Financial Strategies Portfolio holdings
AUM
$197M
This Quarter Return
+12.58%
1 Year Return
+21.14%
3 Year Return
+92.69%
5 Year Return
–
10 Year Return
–
AUM
$89.9M
AUM Growth
–
Cap. Flow
+$89.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.45%
Holding
117
New
117
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$10.8M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$4M |
| 3 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$3.52M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$3.14M |
| 5 |
Salesforce
CRM
|
$2.38M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 25.32% |
| 2 | Financials | 6.27% |
| 3 | Consumer Discretionary | 6.01% |
| 4 | Real Estate | 4.25% |
| 5 | Industrials | 3.43% |
