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
101
$37.1K 0.03%
1,633
-70
102
$36.8K 0.03%
660
+2
103
$36.7K 0.03%
383
+2
104
$36.2K 0.03%
3,955
+311
105
$36.1K 0.03%
464
-65
106
$34.7K 0.03%
453
107
$34.2K 0.03%
212
+1
108
$33.6K 0.03%
1,250
109
$33.4K 0.03%
439
+17
110
$33.2K 0.03%
804
-40
111
$33.1K 0.03%
375
+4
112
$32.4K 0.03%
27
113
$32.3K 0.03%
2,030
-70
114
$31.3K 0.03%
254
+1
115
$31.2K 0.03%
424
-24
116
$31.1K 0.03%
1,008
117
$30.9K 0.03%
208
+37
118
$30.7K 0.03%
2,300
119
$30.5K 0.03%
322
-96
120
$30.3K 0.03%
480
121
$29.9K 0.03%
351
122
$29.4K 0.03%
395
123
$29.3K 0.03%
283
124
$28.1K 0.03%
1,050
+130
125
$27.6K 0.03%
188
3 4
5
6 7