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
151
$19.2K 0.02%
+160
152
$19.1K 0.02%
113
153
$18.9K 0.02%
100
154
$18.9K 0.02%
122
155
$18.8K 0.02%
175
156
$18.5K 0.02%
171
+139
157
$18.5K 0.02%
870
158
$17.6K 0.02%
900
159
$17.5K 0.02%
150
160
$17.5K 0.02%
90
161
$17.4K 0.02%
432
+1
162
$17.4K 0.02%
168
163
$17.3K 0.02%
180
164
$17K 0.02%
226
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$16.9K 0.02%
117
166
$16.9K 0.02%
200
167
$16.9K 0.02%
360
168
$16.8K 0.02%
155
169
$16.7K 0.02%
439
+41
170
$16.4K 0.01%
184
171
$16.3K 0.01%
300
172
$16.2K 0.01%
179
+1
173
$16K 0.01%
291
+2
174
$16K 0.01%
401
175
$15.9K 0.01%
280