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
426
$71.6K 0.01%
185
427
$71.6K 0.01%
5,548
428
$71.3K 0.01%
366
+19
429
$70.9K 0.01%
999
430
$70.5K 0.01%
1,044
-315
431
$70.3K 0.01%
384
432
$69.9K 0.01%
640
433
$69.5K 0.01%
38
434
$69.3K 0.01%
1,064
435
$69.3K 0.01%
88
436
$69.3K 0.01%
400
437
$69.1K 0.01%
4,736
438
$69K 0.01%
227
439
$67.7K 0.01%
839
440
$67.7K 0.01%
688
441
$67.6K 0.01%
623
+401
442
$67.3K 0.01%
626
+5
443
$67.1K 0.01%
573
444
$66.7K 0.01%
1,830
445
$65.5K 0.01%
2,197
446
$65K 0.01%
1,231
447
$64.9K 0.01%
682
+2
448
$63.8K 0.01%
1,002
449
$63.7K 0.01%
1,295
450
$63.3K 0.01%
266
16 17
18
19 20