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
451
$63.1K 0.01%
1,098
452
$62.6K 0.01%
200
453
$61.8K 0.01%
991
454
$61.8K 0.01%
+1,100
455
$61.3K 0.01%
514
456
$60.8K 0.01%
969
457
$60.4K 0.01%
693
458
$59.6K 0.01%
241
459
$59.5K 0.01%
5,090
460
$58.9K 0.01%
227
461
$57.7K 0.01%
254
462
$57.7K 0.01%
243
463
$57.7K 0.01%
583
-52
464
$57K 0.01%
1,000
465
$56.6K 0.01%
1,030
+50
466
$56.3K 0.01%
493
467
$56.3K 0.01%
548
468
$56.3K 0.01%
800
-805
469
$55.3K 0.01%
1,784
470
$55.3K 0.01%
634
471
$55.2K 0.01%
728
-3
472
$54.8K 0.01%
837
473
$54.8K 0.01%
163
474
$54.8K 0.01%
1,185
+275
475
$54.5K 0.01%
978
17 18
19
20 21