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
351
$3.07K ﹤0.01%
155
352
$3.06K ﹤0.01%
110
353
$3.04K ﹤0.01%
55
+1
354
$3.04K ﹤0.01%
+291
355
$3.01K ﹤0.01%
325
356
$3.01K ﹤0.01%
19
357
$2.98K ﹤0.01%
+45
358
$2.98K ﹤0.01%
150
359
$2.97K ﹤0.01%
+142
360
$2.92K ﹤0.01%
26
361
$2.89K ﹤0.01%
50
362
$2.87K ﹤0.01%
71
363
$2.77K ﹤0.01%
106
364
$2.76K ﹤0.01%
+404
365
$2.74K ﹤0.01%
22
366
$2.73K ﹤0.01%
+11
367
$2.7K ﹤0.01%
46
+3
368
$2.68K ﹤0.01%
345
+60
369
$2.61K ﹤0.01%
90
370
$2.59K ﹤0.01%
92
-22
371
$2.54K ﹤0.01%
33
372
$2.5K ﹤0.01%
300
373
$2.46K ﹤0.01%
95
374
$2.46K ﹤0.01%
+100
375
$2.45K ﹤0.01%
+16
13 14
15
16 17