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
$129M
AUM Growth
+$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
625
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.74%
2 Healthcare 2.21%
3 Materials 2.11%
4 Financials 1.44%
5 Industrials 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$30.5K 0.02%
1,310
127
$29.5K 0.02%
104
128
$28.2K 0.02%
188
129
$27.8K 0.02%
283
+3
130
$26.9K 0.02%
702
131
$26.3K 0.02%
750
+500
132
$26K 0.02%
1,014
+5
133
$25.9K 0.02%
404
+354
134
$25.4K 0.02%
162
135
$25.4K 0.02%
1,000
136
$25K 0.02%
670
137
$24.8K 0.02%
456
138
$24.7K 0.02%
125
139
$24.5K 0.02%
124
+22
140
$23.9K 0.02%
177
141
$23.8K 0.02%
331
+3
142
$23.4K 0.02%
167
+1
143
$23.3K 0.02%
283
144
$23.2K 0.02%
480
145
$22.9K 0.02%
257
+1
146
$22.8K 0.02%
400
147
$22.8K 0.02%
395
148
$22.2K 0.02%
631
149
$22.1K 0.02%
870
150
$21.8K 0.02%
186