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
176
$15.8K 0.01%
169
177
$15.6K 0.01%
150
178
$15.2K 0.01%
+650
179
$15.2K 0.01%
175
180
$15.2K 0.01%
289
+102
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$14.9K 0.01%
193
+2
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$14.8K 0.01%
417
+3
183
$14.7K 0.01%
166
+14
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$14.6K 0.01%
600
185
$14.6K 0.01%
200
186
$14.5K 0.01%
946
187
$14.5K 0.01%
86
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$14.3K 0.01%
218
+3
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$14.2K 0.01%
400
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$14.2K 0.01%
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$14.2K 0.01%
176
+1
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$13.3K 0.01%
300
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$13.3K 0.01%
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$13.2K 0.01%
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$13.1K 0.01%
326
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$12.9K 0.01%
460
197
$12.8K 0.01%
300
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$12.6K 0.01%
100
199
$12.5K 0.01%
840
200
$12.1K 0.01%
66