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KFS

Kaizen Financial Strategies Portfolio holdings

AUM $236M
1-Year Est. Return 28.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.79M
3
+$1.76M
4
VPLS
Vanguard Core Plus Bond ETF
VPLS
+$909K
5
QTUM icon
Defiance Quantum ETF
QTUM
+$806K

Top Sells

1
+$1.4M
2
+$1.24M
3
+$804K
4
TSLA icon
Tesla
TSLA
+$676K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$589K

Sector Composition

1 Technology 17.81%
2 Communication Services 5.35%
3 Consumer Discretionary 4.02%
4 Financials 3.94%
5 Industrials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.5M 8.37%
27,612
+754
2
$17.7M 8.02%
547,201
+12,415
3
$16.5M 7.48%
61,327
-481
4
$12.3M 5.56%
290,285
+42,826
5
$10.6M 4.79%
56,352
-2,120
6
$10M 4.53%
128,027
+5,244
7
$7.7M 3.48%
335,016
+21,712
8
$6.41M 2.9%
22,479
-1,024
9
$5.58M 2.52%
75,320
+8,919
10
$5M 2.26%
20,590
-803
11
$4.3M 1.94%
132,668
+13,971
12
$3.86M 1.74%
26,908
-3,032
13
$3.65M 1.65%
7,345
-491
14
$3.49M 1.58%
16,213
-40
15
$3.34M 1.51%
9,523
-1,988
16
$3.32M 1.5%
11,663
-1,317
17
$2.96M 1.34%
6,637
-1,950
18
$2.62M 1.19%
4,286
-242
19
$2.19M 0.99%
85,281
-32,352
20
$2.14M 0.97%
4,565
-6
21
$2.09M 0.94%
14,432
+238
22
$2.08M 0.94%
2,223
+170
23
$2.06M 0.93%
81,945
+11,248
24
$1.85M 0.84%
50,222
+7,443
25
$1.83M 0.83%
+33,752
1
2 3 4 5