KFS
Kelly Financial Services Portfolio holdings
AUM
$339M
1-Year Return
12.04%
This Quarter Return
+2.14%
1 Year Return
+12.04%
3 Year Return
+48.57%
5 Year Return
+68.33%
10 Year Return
–
AUM
$110M
AUM Growth
+$240K
(+0.22%)
Cap. Flow
-$1.55M
Cap. Flow
% of AUM
-1.4%
Top 10 Holdings %
Top 10 Hldgs %
86.89%
Holding
565
New
64
Increased
119
Reduced
38
Closed
11
Top Buys
| 1 |
iShares US Utilities ETF
IDU
|
$4.73M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.93M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$125K |
| 4 |
Apple
AAPL
|
$44.1K |
| 5 |
Verizon
VZ
|
$30.5K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$8.37M |
| 2 |
iShares US Aerospace & Defense ETF
ITA
|
$89.2K |
| 3 |
Boeing
BA
|
$76.1K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$51.3K |
| 5 |
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% |
