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
$273M
AUM Growth
-$7.03M
(-2.5%)
Holding
806
Top Buys
| 1 | +$6.9M | |
| 2 | +$3.09M | |
| 3 | +$2.56M | |
| 4 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$2.52M |
| 5 |
iShares Russell Top 200 Value ETF
IWX
|
+$1.75M |
Top Sells
| 1 | +$6.61M | |
| 2 | +$4.33M | |
| 3 | +$4.15M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$2.9M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$2.38M |
Sector Composition
| 1 | Technology | 2.74% |
| 2 | Materials | 1.95% |
| 3 | Financials | 1.07% |
| 4 | Consumer Discretionary | 1% |
| 5 | Healthcare | 0.72% |