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Home > Institutional Investor > Kelly Financial Services Llc > Profile

Instuitional Investor - Kelly Financial Services Llc

Fund Profile
Filing Period:
Fund Name: Kelly Financial Services Llc
Portfolio Value $339,419,296
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 38,198 $23,716,834 6.99%
2.
Ishares Tr - MSCI USA QLT FCT
 125,466 $22,937,606 6.76%
3.
Ishares Tr - EAFE VALUE ETF
 333,974 $21,200,663 6.25%
4.
Ishares Trust
 IEF 186,207 $20,501,392 6.04%
5.
Blackrock Etf Trust
 375,317 $20,439,757 6.02%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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