KFS

KMS Financial Services Portfolio holdings

AUM $713M
1-Year Est. Return 14.21%
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$411M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$4.07M
3
+$1.78M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$1.3M
5
DWAS icon
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
+$1.3M

Top Sells

1
+$2.66M
2
+$2.52M
3
+$2.24M
4
XIV
VelocityShares Daily Inverse VIX Short Term ETN
XIV
+$1.84M
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$1.46M

Sector Composition

1 Energy 6.56%
2 Consumer Staples 6.27%
3 Industrials 6.18%
4 Financials 5.71%
5 Technology 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$241K 0.06%
+10,732
352
$241K 0.06%
4,781
+58
353
$240K 0.06%
2,881
-3,372
354
$238K 0.06%
3,796
-5,699
355
$238K 0.06%
+11,105
356
$238K 0.06%
23,000
+6,700
357
$236K 0.06%
+9,873
358
$233K 0.06%
+3,177
359
$232K 0.06%
4,705
-1,000
360
$231K 0.06%
+8,554
361
$229K 0.06%
6,216
+221
362
$229K 0.06%
+2,975
363
$228K 0.06%
+5,099
364
$228K 0.06%
+10,250
365
$227K 0.06%
3,748
-4,852
366
$226K 0.06%
+2,154
367
$224K 0.05%
+6,120
368
$224K 0.05%
+2,273
369
$224K 0.05%
+11,162
370
$224K 0.05%
+2,256
371
$222K 0.05%
+7,114
372
$222K 0.05%
76,130
373
$220K 0.05%
+6,357
374
$219K 0.05%
+7,542
375
$216K 0.05%
+899
13 14
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