KFS
Kelly Financial Services Portfolio holdings
AUM
$414M
1-Year Est. Return
16.53%
This Fund
S&P 500
1 Year Est. Return
+16.53%
AUM
$190M
AUM Growth
+$18.8M
(+11%)
Holding
714
Top Buys
| 1 | +$16.1M | |
| 2 | +$3.48M | |
| 3 | +$3.4M | |
| 4 |
iShares MBS ETF
MBB
|
+$3.06M |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$946K |
Top Sells
| 1 | +$17.2M | |
| 2 | +$4.71M | |
| 3 | +$2.39M | |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$1.38M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$969K |
Sector Composition
| 1 | Technology | 2.72% |
| 2 | Materials | 1.83% |
| 3 | Financials | 1.79% |
| 4 | Healthcare | 1.39% |
| 5 | Industrials | 1.26% |