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
51
$1.69M 0.41%
35,216
+5,057
52
$1.68M 0.41%
26,941
+2,673
53
$1.67M 0.41%
29,429
+4,831
54
$1.67M 0.41%
20,942
+2,226
55
$1.66M 0.4%
31,863
+1,919
56
$1.65M 0.4%
18,246
+65
57
$1.57M 0.38%
19,190
+3,858
58
$1.56M 0.38%
17,756
+4,293
59
$1.51M 0.37%
49,330
+9,716
60
$1.49M 0.36%
28,405
+2,112
61
$1.48M 0.36%
69,972
+290
62
$1.47M 0.36%
97,655
+4,203
63
$1.43M 0.35%
34,650
+2,658
64
$1.41M 0.34%
30,606
-212
65
$1.39M 0.34%
17,362
+3,633
66
$1.38M 0.34%
6,092
-2,218
67
$1.38M 0.34%
55,070
+33,413
68
$1.35M 0.33%
21,542
+1,182
69
$1.3M 0.32%
+13,826
70
$1.3M 0.32%
+35,101
71
$1.29M 0.31%
31,678
+4,190
72
$1.27M 0.31%
25,263
-861
73
$1.27M 0.31%
40,210
+5,720
74
$1.25M 0.3%
22,681
+2,315
75
$1.24M 0.3%
18,651
+5,381
1 2
3
4 5