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
$129M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$6.68M
3
+$3.42M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$3.33M
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$3.01M

Top Sells

1
+$3.95M
2
+$206K
3
+$43.1K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$36.3K
5
BHVN
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
+$30.3K

Sector Composition

1 Technology 2.74%
2 Healthcare 2.21%
3 Materials 2.11%
4 Financials 1.44%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8.17K 0.01%
41
277
$8.1K 0.01%
22
278
$7.83K 0.01%
148
+60
279
$7.83K 0.01%
125
280
$7.78K 0.01%
58
281
$7.65K 0.01%
161
+2
282
$7.63K 0.01%
152
283
$7.62K 0.01%
229
284
$7.61K 0.01%
321
285
$7.31K 0.01%
134
+1
286
$7.29K 0.01%
275
287
$7.29K 0.01%
18
288
$7.29K 0.01%
134
+1
289
$7.16K 0.01%
500
290
$7.13K 0.01%
234
+2
291
$7.05K 0.01%
125
292
$6.84K 0.01%
84
+4
293
$6.7K 0.01%
+50
294
$6.63K 0.01%
404
+365
295
$6.61K 0.01%
432
+6
296
$6.6K 0.01%
527
+2
297
$6.55K 0.01%
226
+1
298
$6.49K 0.01%
60
299
$6.47K 0.01%
42
+1
300
$6.38K ﹤0.01%
500
10 11
12
13 14