KFS
Kelly Financial Services Portfolio holdings
AUM
$339M
1-Year Return
12.04%
This Quarter Return
+7.14%
1 Year Return
+12.04%
3 Year Return
+48.57%
5 Year Return
+68.33%
10 Year Return
–
AUM
$190M
AUM Growth
+$18.8M
(+11%)
Cap. Flow
+$7.94M
Cap. Flow
% of AUM
4.18%
Top 10 Holdings %
Top 10 Hldgs %
61.16%
Holding
714
New
12
Increased
209
Reduced
78
Closed
23
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$16M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$3.5M |
| 3 |
iShares US Technology ETF
IYW
|
$3.31M |
| 4 |
iShares MBS ETF
MBB
|
$3.08M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$960K |
Top Sells
Sector Composition
| 1 | Technology | 2.72% |
| 2 | Materials | 1.83% |
| 3 | Financials | 1.79% |
| 4 | Healthcare | 1.39% |
| 5 | Industrials | 1.26% |
