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
176
$15.8K 0.01%
195
+2
177
$15.4K 0.01%
200
178
$15.4K 0.01%
250
179
$15.4K 0.01%
176
180
$15.1K 0.01%
190
181
$15K 0.01%
+374
182
$14.8K 0.01%
+81
183
$14.7K 0.01%
300
184
$14.6K 0.01%
87
+1
185
$14.5K 0.01%
300
186
$14.4K 0.01%
231
-5
187
$14K 0.01%
125
188
$13.7K 0.01%
946
189
$13.6K 0.01%
400
190
$13.5K 0.01%
235
191
$13.5K 0.01%
840
192
$13.3K 0.01%
256
+116
193
$13.3K 0.01%
221
+3
194
$13.3K 0.01%
326
195
$12.9K 0.01%
460
196
$12.9K 0.01%
253
197
$12.8K 0.01%
125
198
$12.6K 0.01%
170
+1
199
$12.6K 0.01%
420
+3
200
$12.4K 0.01%
600