KFS
Kelly Financial Services Portfolio holdings
AUM
$339M
1-Year Return
12.04%
This Quarter Return
+3.67%
1 Year Return
+12.04%
3 Year Return
+48.57%
5 Year Return
+68.33%
10 Year Return
–
AUM
$2.58B
AUM Growth
+$2.42B
(+1,506%)
Cap. Flow
+$2.52B
Cap. Flow
% of AUM
97.6%
Top 10 Holdings %
Top 10 Hldgs %
78.93%
Holding
678
New
39
Increased
596
Reduced
1
Closed
39
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$572M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$371M |
| 3 |
iShares Gold Trust
IAU
|
$344M |
| 4 |
iShares Global Clean Energy ETF
ICLN
|
$343M |
| 5 |
iShares US Utilities ETF
IDU
|
$171M |
Top Sells
| 1 |
ZOM
Zomedica Corp.
ZOM
|
$301K |
| 2 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$35.2K |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$30.9K |
| 4 |
Generation Bio
GBIO
|
$28.5K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$27.8K |
Sector Composition
| 1 | Financials | 2.38% |
| 2 | Technology | 1.86% |
| 3 | Healthcare | 1.5% |
| 4 | Communication Services | 0.89% |
| 5 | Industrials | 0.86% |
