KFG
Kelly Financial Group Portfolio holdings
AUM
$346M
This Quarter Return
+6.8%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$346M
AUM Growth
+$346M
(+8%)
Cap. Flow
+$6.09M
Cap. Flow
% of AUM
1.76%
Top 10 Holdings %
Top 10 Hldgs %
69.72%
Holding
89
New
9
Increased
40
Reduced
28
Closed
5
Top Buys
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.7M |
| 2 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$2.44M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$1.52M |
| 4 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$1.12M |
| 5 |
iShares Micro-Cap ETF
IWC
|
$1.07M |
Sector Composition
| 1 | Technology | 3.68% |
| 2 | Financials | 1.87% |
| 3 | Consumer Discretionary | 0.64% |
| 4 | Consumer Staples | 0.53% |
| 5 | Healthcare | 0.31% |
