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
276
$5.91K 0.01%
500
277
$5.84K 0.01%
99
-47
278
$5.8K 0.01%
+21
279
$5.78K 0.01%
30
280
$5.74K 0.01%
500
281
$5.7K 0.01%
89
+1
282
$5.69K 0.01%
+80
283
$5.61K 0.01%
100
284
$5.45K ﹤0.01%
35
285
$5.39K ﹤0.01%
41
286
$5.29K ﹤0.01%
46
287
$5.19K ﹤0.01%
+44
288
$5.08K ﹤0.01%
60
289
$5.04K ﹤0.01%
114
290
$4.92K ﹤0.01%
100
291
$4.91K ﹤0.01%
38
292
$4.89K ﹤0.01%
31
293
$4.84K ﹤0.01%
18
294
$4.84K ﹤0.01%
25
295
$4.81K ﹤0.01%
520
296
$4.78K ﹤0.01%
45
297
$4.71K ﹤0.01%
236
298
$4.6K ﹤0.01%
123
299
$4.57K ﹤0.01%
18
300
$4.49K ﹤0.01%
94
-21
10 11
12
13 14