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
451
$1.15K ﹤0.01%
61
+1
452
$1.13K ﹤0.01%
29
453
$1.05K ﹤0.01%
+30
454
$1.03K ﹤0.01%
150
455
$1.02K ﹤0.01%
+36
456
$1.02K ﹤0.01%
+13
457
$966 ﹤0.01%
+24
458
$951 ﹤0.01%
12
459
$941 ﹤0.01%
+60
460
$940 ﹤0.01%
38
461
$936 ﹤0.01%
97
462
$925 ﹤0.01%
6
463
$889 ﹤0.01%
+32
464
$857 ﹤0.01%
16
465
$852 ﹤0.01%
+16
466
$848 ﹤0.01%
24
467
$837 ﹤0.01%
9
468
$834 ﹤0.01%
10
469
$829 ﹤0.01%
140
470
$809 ﹤0.01%
7
471
$783 ﹤0.01%
43
+1
472
$750 ﹤0.01%
43
473
$747 ﹤0.01%
19
474
$719 ﹤0.01%
100
475
$716 ﹤0.01%
+54
17 18
19
20 21