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
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Sells

1 +$4.98M
2 +$176K
3 +$82K
4
MFC icon
Manulife Financial
MFC
+$67.5K
5
AAPL icon
Apple
AAPL
+$50.3K

Sector Composition

1 Technology 2.43%
2 Materials 2.41%
3 Healthcare 2.25%
4 Financials 1.96%
5 Industrials 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$19.7K 0.02%
313
+1
152
$19.7K 0.02%
+100
153
$19.2K 0.02%
400
154
$19.1K 0.02%
1,000
155
$19K 0.02%
150
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$18.7K 0.02%
113
157
$18.6K 0.02%
168
158
$18.3K 0.02%
125
159
$18.2K 0.02%
900
160
$18K 0.02%
280
161
$17.8K 0.02%
176
162
$17.8K 0.02%
2,563
163
$17.1K 0.02%
401
164
$17K 0.02%
380
+4
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$16.9K 0.02%
117
-4
166
$16.8K 0.02%
226
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$16.7K 0.02%
155
168
$16.5K 0.02%
90
+1
169
$16.3K 0.01%
300
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$16.3K 0.01%
122
+16
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$16.3K 0.01%
398
172
$16.2K 0.01%
360
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$16.1K 0.01%
178
+1
174
$16.1K 0.01%
184
-10
175
$15.9K 0.01%
190