KFS
Kelly Financial Services Portfolio holdings
AUM
$339M
1-Year Return
12.04%
This Quarter Return
-0.55%
1 Year Return
+12.04%
3 Year Return
+48.57%
5 Year Return
+68.33%
10 Year Return
–
AUM
$178M
AUM Growth
-$2.41B
(-93%)
Cap. Flow
-$27.7B
Cap. Flow
% of AUM
-15,613.81%
Top 10 Holdings %
Top 10 Hldgs %
74.86%
Holding
671
New
32
Increased
1
Reduced
611
Closed
24
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$60.2K |
| 2 |
Nektar Therapeutics
NKTR
|
$53.9K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$48.3K |
| 4 |
INmune Bio
INMB
|
$38.8K |
| 5 |
DT Midstream
DTM
|
$27.4K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$7.27B |
| 2 |
iShares Expanded Tech Sector ETF
IGM
|
$4.71B |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.01B |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.82B |
| 5 |
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% |
