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
251
$7.74K 0.01%
51
252
$7.7K 0.01%
58
253
$7.65K 0.01%
120
254
$7.64K 0.01%
1,985
+784
255
$7.63K 0.01%
156
-35
256
$7.61K 0.01%
26
257
$7.53K 0.01%
255
258
$7.52K 0.01%
435
259
$7.49K 0.01%
125
260
$7.46K 0.01%
152
261
$7.38K 0.01%
459
262
$7.34K 0.01%
164
-216
263
$7.27K 0.01%
29
264
$7.27K 0.01%
40
265
$7.26K 0.01%
+150
266
$7.15K 0.01%
60
-156
267
$7.1K 0.01%
3,397
268
$6.8K 0.01%
300
269
$6.78K 0.01%
199
270
$6.58K 0.01%
220
-52
271
$6.53K 0.01%
46
272
$6.28K 0.01%
213
273
$6.18K 0.01%
65
274
$6.15K 0.01%
43
275
$6.04K 0.01%
159
9 10
11
12 13