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
376
$216K 0.05%
+4,463
377
$215K 0.05%
+9,632
378
$214K 0.05%
+4,732
379
$214K 0.05%
+4,266
380
$213K 0.05%
+3,502
381
$213K 0.05%
+16,600
382
$212K 0.05%
4,425
+1,775
383
$212K 0.05%
5,508
-510
384
$210K 0.05%
25,966
+7,729
385
$209K 0.05%
+1,830
386
$208K 0.05%
4,299
-345
387
$208K 0.05%
+6,768
388
$208K 0.05%
3,882
-1,314
389
$207K 0.05%
+1,336
390
$205K 0.05%
+4,450
391
$205K 0.05%
+2,565
392
$204K 0.05%
+5,635
393
$204K 0.05%
11,790
+1,400
394
$203K 0.05%
+4,140
395
$203K 0.05%
12,321
+1,400
396
$202K 0.05%
+8,525
397
$200K 0.05%
+9,685
398
$200K 0.05%
+4,470
399
$188K 0.05%
18,061
-2,354
400
$181K 0.04%
14,231
14 15
16
17 18