KFI

Key Financial Inc Portfolio holdings

AUM $548M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,485
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.21M
3
+$1.66M
4
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$1.19M
5
DOL icon
WisdomTree True Developed International Fund
DOL
+$972K

Top Sells

1
+$2.96M
2
+$968K
3
+$551K
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$483K
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$469K

Sector Composition

1 Technology 13.26%
2 Financials 5.24%
3 Healthcare 4.96%
4 Consumer Discretionary 3.1%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$85.4K 0.02%
3,491
402
$85.2K 0.02%
248
403
$84.5K 0.02%
662
404
$84.3K 0.02%
1,274
-126
405
$84.2K 0.02%
4,116
406
$83.6K 0.02%
1,513
407
$83.2K 0.02%
1,572
408
$83K 0.02%
1,835
409
$82.7K 0.02%
1,067
+2
410
$82.5K 0.02%
1,037
411
$82.3K 0.02%
2,053
-136
412
$80.8K 0.02%
1,700
413
$80K 0.02%
1,003
414
$79K 0.02%
1,800
415
$78.9K 0.02%
7,275
+88
416
$78.9K 0.02%
821
417
$78.5K 0.02%
316
418
$76.8K 0.02%
1,226
419
$76.7K 0.02%
344
420
$76.2K 0.02%
1,684
421
$76K 0.02%
691
422
$73.8K 0.01%
802
423
$72.7K 0.01%
1,770
+24
424
$72.3K 0.01%
654
425
$72K 0.01%
2,000
15 16
17
18 19