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
126
$27.3K 0.02%
433
-35
127
$26.7K 0.02%
339
128
$26.6K 0.02%
478
+12
129
$25.7K 0.02%
631
130
$25.6K 0.02%
275
131
$25.4K 0.02%
335
-75
132
$24.6K 0.02%
542
+4
133
$24.4K 0.02%
482
134
$24.2K 0.02%
166
135
$23.9K 0.02%
280
+1
136
$23.8K 0.02%
702
137
$23.3K 0.02%
309
138
$22.5K 0.02%
500
139
$22K 0.02%
5,080
+40
140
$21.2K 0.02%
3,437
141
$21K 0.02%
165
142
$20.9K 0.02%
101
+1
143
$20.9K 0.02%
+100
144
$20.6K 0.02%
325
145
$20.2K 0.02%
484
146
$20.2K 0.02%
400
147
$20.2K 0.02%
314
+1
148
$19.7K 0.02%
207
+41
149
$19.4K 0.02%
176
150
$19.3K 0.02%
150