Fund Update: Kaizen Financial Strategies Just Disclosed New Holdings

Kaizen Financial Strategies just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-02-14 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 50,724 shares of $SCHZ (~$963,548). This was a increase of ~670.07% from their previous position.
• An increase of 379,256 shares of $SCHG (~$881,623). This was a increase of ~298.72% from their previous position.
• A decrease of 3,020 shares of $XLU (~$260,854). This was a increase of ~-47.63% from their previous position.
• A decrease of 19,071 shares of $PDI (~$448,855). This was a increase of ~-37.15% from their previous position.
• An increase of 81,590 shares of $FNDB (~$151,839). This was a increase of ~220.15% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Kaizen Financial Strategies for more details.