KFS

Kelly Financial Services Portfolio holdings

AUM $386M
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
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
+$4.73M
2
+$1.93M
3
+$125K
4
AAPL icon
Apple
AAPL
+$44.1K
5
VZ icon
Verizon
VZ
+$30.5K

Top Sells

1
+$8.37M
2
+$89.2K
3
+$76.1K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$51.3K
5
XOM icon
Exxon Mobil
XOM
+$36K

Sector Composition

1 Materials 2.87%
2 Technology 2.61%
3 Healthcare 2.2%
4 Financials 2.04%
5 Industrials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$95.1K 0.09%
804
+78
52
$90.8K 0.08%
562
53
$86.8K 0.08%
776
+47
54
$84.3K 0.08%
1,380
-840
55
$83.9K 0.08%
471
56
$83.3K 0.08%
1,036
+48
57
$81.5K 0.07%
815
58
$79.2K 0.07%
292
+51
59
$76.1K 0.07%
1,688
-39
60
$74.7K 0.07%
1,826
+7
61
$73.3K 0.07%
381
62
$72.8K 0.07%
849
+39
63
$72.3K 0.07%
911
+2
64
$71.3K 0.06%
573
+27
65
$68.1K 0.06%
627
+1
66
$64.9K 0.06%
1,314
+284
67
$64.9K 0.06%
1,457
+36
68
$62.1K 0.06%
663
+2
69
$61.9K 0.06%
165
70
$60.3K 0.05%
1,107
+3
71
$58.8K 0.05%
1,569
+111
72
$58K 0.05%
968
-32
73
$57.4K 0.05%
337
74
$57.3K 0.05%
940
75
$54K 0.05%
2,855
+2
1 2
3
4 5