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
$222M
AUM Growth
+$3.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Sells

1 +$22.4M
2 +$10.4M
3 +$7.35M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$6.05M
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$3.82M

Sector Composition

1 Technology 2.66%
2 Financials 1.75%
3 Materials 1.67%
4 Healthcare 1.21%
5 Industrials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$6.02K ﹤0.01%
99
+5
402
$6.01K ﹤0.01%
459
403
$6.01K ﹤0.01%
+102
404
$6K ﹤0.01%
150
405
$5.99K ﹤0.01%
28
406
$5.96K ﹤0.01%
69
407
$5.86K ﹤0.01%
21
408
$5.82K ﹤0.01%
58
409
$5.8K ﹤0.01%
91
+48
410
$5.8K ﹤0.01%
300
411
$5.75K ﹤0.01%
87
+1
412
$5.67K ﹤0.01%
46
413
$5.55K ﹤0.01%
190
414
$5.52K ﹤0.01%
31
415
$5.51K ﹤0.01%
50
416
$5.5K ﹤0.01%
132
417
$5.48K ﹤0.01%
143
418
$5.48K ﹤0.01%
41
419
$5.45K ﹤0.01%
249
420
$5.38K ﹤0.01%
150
421
$5.37K ﹤0.01%
108
422
$5.34K ﹤0.01%
26
423
$5.3K ﹤0.01%
164
+60
424
$5.26K ﹤0.01%
97
+1
425
$5.24K ﹤0.01%
100