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
$110M
AUM Growth
+$240K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$4.52M
2
+$1.92M
3
+$124K
4
AAPL icon
Apple
AAPL
+$41.2K
5
VZ icon
Verizon
VZ
+$29.1K

Top Sells

1
+$8.33M
2
+$86.8K
3
+$71.5K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$49.7K
5
XOM icon
Exxon Mobil
XOM
+$36.9K

Sector Composition

1 Materials 2.87%
2 Technology 2.59%
3 Healthcare 2.2%
4 Financials 2.04%
5 Industrials 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
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2
552
$10 ﹤0.01%
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