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
376
$2.45K ﹤0.01%
34
377
$2.45K ﹤0.01%
67
378
$2.42K ﹤0.01%
27
379
$2.38K ﹤0.01%
+23
380
$2.38K ﹤0.01%
11
381
$2.36K ﹤0.01%
56
382
$2.35K ﹤0.01%
22
383
$2.33K ﹤0.01%
394
+9
384
$2.32K ﹤0.01%
100
385
$2.29K ﹤0.01%
25
386
$2.28K ﹤0.01%
40
387
$2.27K ﹤0.01%
101
388
$2.25K ﹤0.01%
+95
389
$2.19K ﹤0.01%
+86
390
$2.14K ﹤0.01%
+75
391
$2.13K ﹤0.01%
33
+26
392
$2.11K ﹤0.01%
+60
393
$2.11K ﹤0.01%
33
394
$2.1K ﹤0.01%
45
395
$2.08K ﹤0.01%
73
396
$2.06K ﹤0.01%
52
+1
397
$2.06K ﹤0.01%
18
398
$2.04K ﹤0.01%
+44
399
$2K ﹤0.01%
526
+1
400
$2K ﹤0.01%
+33
14 15
16
17 18