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
$161M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.79%
2 Healthcare 2.3%
3 Materials 2.17%
4 Financials 1.58%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$23.9K 0.01%
259
202
$23.6K 0.01%
1,000
203
$23.6K 0.01%
523
+2
204
$23.5K 0.01%
258
+1
205
$23.5K 0.01%
94
206
$23.3K 0.01%
310
+28
207
$23.1K 0.01%
114
+1
208
$23.1K 0.01%
136
+1
209
$23K 0.01%
228
210
$22.9K 0.01%
400
211
$22.5K 0.01%
142
212
$22.4K 0.01%
300
213
$22.4K 0.01%
362
+2
214
$22.1K 0.01%
261
+3
215
$22K 0.01%
+202
216
$22K 0.01%
155
217
$21.7K 0.01%
255
218
$21.7K 0.01%
513
+2
219
$21.1K 0.01%
168
220
$21K 0.01%
+383
221
$20.4K 0.01%
90
+40
222
$20.2K 0.01%
559
-143
223
$20K 0.01%
394
224
$19.6K 0.01%
219
225
$19.6K 0.01%
553