Aryn Sands

@Kelly Financial Services Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$277.344M

Total holdings114

Assets growth rate1.72%

Assets growth rate (2-Q avg)-0.39%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Kelly Financial Services Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 114 positions.

Assets under management

The assets under management (AUM) of Kelly Financial Services Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 277.344M in assets, with a quarterly growth rate of 1.72% and a 2-quarter average growth rate of -0.39%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MTUMIshares Tr Recent Activity New Position	1.66%	$4.585M 22,159 shares@ $206.94 avg price	New Position
HYDBIshares Tr Recent Activity New Position	1.36%	$3.769M 80,181 shares@ $47.02 avg price	New Position
SPYGSpdr Ser Tr Recent Activity New Position	1.07%	$2.964M 33,720 shares@ $87.91 avg price	New Position
IAUIshares Gold Tr Recent Activity New Position	0.81%	$2.239M 45,221 shares@ $49.51 avg price	New Position
IWYIshares Tr Recent Activity New Position	0.67%	$1.842M 7,827 shares@ $235.29 avg price	New Position
XMMOInvesco Exchange Traded Fd T Recent Activity New Position	0.5%	$1.378M 11,155 shares@ $123.53 avg price	New Position
BALIBlackrock Etf Trust Recent Activity New Position	0.31%	$854,264 28,240 shares@ $30.26 avg price	New Position
BIDDBlackrock Etf Trust Recent Activity New Position	0.28%	$757,204 30,693 shares@ $24.68 avg price	New Position
LQDIshares Tr Recent Activity New Position	0.17%	$455,815 4,221 shares@ $107.99 avg price	New Position
BBUSJ P Morgan Exchange Traded F Recent Activity New Position	0.13%	$353,708 3,339 shares@ $105.94 avg price	New Position