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KFS
Kelly Financial Services Portfolio holdings
AUM
$414M
1-Year Est. Return
16.53%
This Fund
S&P 500
1 Year Est. Return
+16.53%
AUM
$211M
AUM Growth
+$13M
(+6.6%)
Holding
753
Top Buys
| 1 | +$1.81M | |
| 2 | +$1.05M | |
| 3 | +$1.04M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$979K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$930K |
Top Sells
| 1 | +$4.37M | |
| 2 | +$1.13M | |
| 3 | +$727K | |
| 4 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$607K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$603K |
Sector Composition
| 1 | Technology | 3.71% |
| 2 | Materials | 1.85% |
| 3 | Financials | 1.43% |
| 4 | Healthcare | 1.33% |
| 5 | Industrials | 1.25% |