KFS

Kelly Financial Services Portfolio holdings

AUM $399M
1-Year Est. Return 16.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.58B
AUM Growth
+$2.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$7.07B
2
+$4.46B
3
+$1.97B
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.87B
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.45B

Top Sells

1
+$35.2K
2
+$30.9K
3
+$28.5K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$27.8K
5
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$24.1K

Sector Composition

1 Financials 2.38%
2 Technology 1.86%
3 Healthcare 1.5%
4 Communication Services 0.89%
5 Industrials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$53K ﹤0.01%
11,534
+11,481
452
$53K ﹤0.01%
2,880
+2,827
453
$53K ﹤0.01%
16,005
+15,952
454
$51K ﹤0.01%
6,352
+6,252
455
$51K ﹤0.01%
8,881
+8,830
456
$50K ﹤0.01%
5,232
+5,182
457
$50K ﹤0.01%
3,763
+3,713
458
$50K ﹤0.01%
18,072
+17,922
459
$50K ﹤0.01%
12,357
+12,307
460
$50K ﹤0.01%
13
+12
461
$50K ﹤0.01%
815
+765
462
$50K ﹤0.01%
92
+42
463
$48K ﹤0.01%
19,029
+18,982
464
$48K ﹤0.01%
131,890
+131,775
465
$47K ﹤0.01%
1,185
+1,139
466
$47K ﹤0.01%
4,868
+4,821
467
$46K ﹤0.01%
1,538
+1,492
468
$46K ﹤0.01%
1,228
+1,182
469
$46K ﹤0.01%
6,154
+6,108
470
$46K ﹤0.01%
2,699
+2,653
471
$45K ﹤0.01%
4,536
+4,491
472
$45K ﹤0.01%
8,222
+8,132
473
$45K ﹤0.01%
6,094
+6,049
474
$44K ﹤0.01%
1,557
+1,513
475
$41K ﹤0.01%
4,880
+4,839
17 18
19
20 21