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
$218M
AUM Growth
+$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.39M
3
+$5.48M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.68M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.65M

Top Sells

1
+$9.66M
2
+$7.61M
3
+$3.62M
4
IYW icon
iShares US Technology ETF
IYW
+$2.72M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.83M

Sector Composition

1 Technology 3.42%
2 Materials 1.7%
3 Financials 1.39%
4 Healthcare 1.23%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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