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Home > Institutional Investor > Kaizen Financial Strategies > Profile

Instuitional Investor - Kaizen Financial Strategies

Fund Profile
Filing Period:
Fund Name: Kaizen Financial Strategies
Portfolio Value $131,975,705
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 66,309 $12,766,522 9.67%
2.
Spdr S & P 500 Etf Trust
 SPY 22,785 $10,829,852 8.2%
3.
Schwab Strategic Trust
 FNDF 114,430 $9,493,113 7.19%
4.
Vanguard Specialized Funds
 44,295 $7,547,853 5.71%
5.
Schwab Strategic Trust
 FNDF 141,946 $6,617,545 5.01%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)