KFG
Kelly Financial Group Portfolio holdings
AUM
$398M
1-Year Est. Return
13.21%
This Fund
S&P 500
1 Year Est. Return
+13.21%
AUM
$398M
AUM Growth
+$4.24M
(+1.1%)
Holding
102
Top Buys
| 1 | +$38.8M | |
| 2 | +$3.33M | |
| 3 | +$1.24M | |
| 4 |
JPMorgan US Momentum Factor ETF
JMOM
|
+$991K |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$938K |
Top Sells
| 1 | +$36M | |
| 2 | +$2.15M | |
| 3 | +$1.81M | |
| 4 |
Dimensional International Value ETF
DFIV
|
+$341K |
| 5 |
Dimensional US Large Cap Value ETF
DFLV
|
+$317K |
Sector Composition
| 1 | Technology | 3.24% |
| 2 | Financials | 1.7% |
| 3 | Consumer Discretionary | 0.58% |
| 4 | Consumer Staples | 0.5% |
| 5 | Healthcare | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
American Express
AXP
$211B
| – | – |
-547
|
|
||
102
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.49B
| – | – |
-2,848
|
|