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
426
$1.52K ﹤0.01%
85
427
$1.5K ﹤0.01%
2
428
$1.49K ﹤0.01%
+286
429
$1.47K ﹤0.01%
+61
430
$1.45K ﹤0.01%
84
+2
431
$1.45K ﹤0.01%
32
432
$1.43K ﹤0.01%
2
433
$1.42K ﹤0.01%
16
434
$1.42K ﹤0.01%
+63
435
$1.41K ﹤0.01%
+45
436
$1.39K ﹤0.01%
+100
437
$1.32K ﹤0.01%
62
438
$1.31K ﹤0.01%
40
439
$1.3K ﹤0.01%
22
440
$1.3K ﹤0.01%
34
441
$1.28K ﹤0.01%
100
442
$1.28K ﹤0.01%
40
443
$1.27K ﹤0.01%
98
444
$1.26K ﹤0.01%
9
445
$1.25K ﹤0.01%
21
446
$1.2K ﹤0.01%
11
447
$1.18K ﹤0.01%
22
448
$1.17K ﹤0.01%
200
449
$1.17K ﹤0.01%
36
450
$1.17K ﹤0.01%
43
+1
16 17
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19 20