KFG
Kelly Financial Group Portfolio holdings
AUM
$346M
This Quarter Return
-0.24%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$320M
AUM Growth
+$320M
(+14%)
Cap. Flow
+$39.6M
Cap. Flow
% of AUM
12.37%
Top 10 Holdings %
Top 10 Hldgs %
65.52%
Holding
89
New
11
Increased
33
Reduced
33
Closed
9
Top Buys
| 1 |
Apple
AAPL
|
$5.27M |
| 2 |
JPMorgan Income ETF
JPIE
|
$4.53M |
| 3 |
JPMorgan BetaBuilders US Equity ETF
BBUS
|
$4.18M |
| 4 |
Voya Financial
VOYA
|
$4M |
| 5 |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
|
$3.68M |
Top Sells
Sector Composition
| 1 | Technology | 3.59% |
| 2 | Financials | 2.01% |
| 3 | Consumer Staples | 0.53% |
| 4 | Consumer Discretionary | 0.53% |
| 5 | Healthcare | 0.36% |
