KFS

Kelly Financial Services Portfolio holdings

AUM $386M
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$240K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$1.93M
3
+$125K
4
AAPL icon
Apple
AAPL
+$44.1K
5
VZ icon
Verizon
VZ
+$30.5K

Top Sells

1
+$8.37M
2
+$89.2K
3
+$76.1K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$51.3K
5
XOM icon
Exxon Mobil
XOM
+$36K

Sector Composition

1 Materials 2.87%
2 Technology 2.61%
3 Healthcare 2.2%
4 Financials 2.04%
5 Industrials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.2K 0.01%
213
+1
227
$10.2K 0.01%
387
228
$10K 0.01%
650
229
$9.7K 0.01%
+67
230
$9.64K 0.01%
227
231
$9.37K 0.01%
43
232
$9.29K 0.01%
276
233
$9.28K 0.01%
586
+2
234
$9.18K 0.01%
356
235
$8.81K 0.01%
35
+24
236
$8.73K 0.01%
424
+5
237
$8.71K 0.01%
500
238
$8.68K 0.01%
+26
239
$8.62K 0.01%
148
240
$8.59K 0.01%
68
+29
241
$8.52K 0.01%
183
242
$8.38K 0.01%
50
243
$8.26K 0.01%
51
+11
244
$8.13K 0.01%
156
+1
245
$8.13K 0.01%
144
246
$8.09K 0.01%
125
247
$8.08K 0.01%
275
248
$7.95K 0.01%
50
249
$7.92K 0.01%
57
+37
250
$7.85K 0.01%
4
8 9
10
11 12