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
201
$12.4K 0.01%
357
+3
202
$12.3K 0.01%
730
203
$12.3K 0.01%
126
204
$12.2K 0.01%
72
+6
205
$12K 0.01%
307
206
$11.8K 0.01%
41
+16
207
$11.8K 0.01%
400
208
$11.8K 0.01%
100
209
$11.7K 0.01%
170
210
$11.5K 0.01%
2,551
-12
211
$11.4K 0.01%
68
+40
212
$11.3K 0.01%
244
+100
213
$11.1K 0.01%
202
214
$11.1K 0.01%
45
215
$11.1K 0.01%
286
216
$11K 0.01%
170
217
$11K 0.01%
883
218
$11K 0.01%
268
219
$10.7K 0.01%
500
220
$10.5K 0.01%
376
221
$10.5K 0.01%
132
+1
222
$10.4K 0.01%
300
223
$10.4K 0.01%
321
224
$10.4K 0.01%
225
-9
225
$10.3K 0.01%
229
7 8
9
10 11