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
$178M
AUM Growth
-$2.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$60.2K
2
+$53.9K
3
+$48.3K
4
INMB icon
INmune Bio
INMB
+$38.8K
5
DTM icon
DT Midstream
DTM
+$27.4K

Top Sells

1
+$7.27B
2
+$4.71B
3
+$2.01B
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.82B
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.45B

Sector Composition

1 Technology 2.92%
2 Materials 2.24%
3 Healthcare 1.73%
4 Financials 1.46%
5 Industrials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3.07K ﹤0.01%
21
-4,009
477
$3K ﹤0.01%
100
-3,529
478
$2.92K ﹤0.01%
23
-3,802
479
$2.85K ﹤0.01%
150
-2,874
480
$2.79K ﹤0.01%
58
-2,240
481
$2.76K ﹤0.01%
53
-2,827
482
$2.75K ﹤0.01%
128
-46,240
483
$2.74K ﹤0.01%
96
-7,332
484
$2.71K ﹤0.01%
80
-2,830
485
$2.67K ﹤0.01%
64
-439
486
$2.66K ﹤0.01%
73
-2,913
487
$2.65K ﹤0.01%
70
-2,623
488
$2.62K ﹤0.01%
540
-1,649
489
$2.62K ﹤0.01%
25
-2,890
490
$2.61K ﹤0.01%
46
-2,653
491
$2.55K ﹤0.01%
100
-3,319
492
$2.5K ﹤0.01%
15
-2,543
493
$2.48K ﹤0.01%
149
-2,521
494
$2.48K ﹤0.01%
46
-1,492
495
$2.48K ﹤0.01%
32
-2,467
496
$2.42K ﹤0.01%
4
-2,230
497
$2.36K ﹤0.01%
27
-2,224
498
$2.36K ﹤0.01%
56
-2,424
499
$2.36K ﹤0.01%
1
-19
500
$2.25K ﹤0.01%
13
-1,548
18 19
20
21 22