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
476
$54.4K 0.01%
+2,620
477
$54.3K 0.01%
539
-345
478
$54.2K 0.01%
442
479
$54K 0.01%
159
480
$52.9K 0.01%
+1,255
481
$52.4K 0.01%
255
+35
482
$52.4K 0.01%
730
483
$52.1K 0.01%
973
+16
484
$51.8K 0.01%
+669
485
$51.6K 0.01%
2,111
486
$51.4K 0.01%
1,618
-2,301
487
$51K 0.01%
406
488
$50.9K 0.01%
5,704
-996
489
$50.4K 0.01%
710
+74
490
$50.3K 0.01%
313
491
$49.9K 0.01%
+472
492
$49.8K 0.01%
391
493
$49.6K 0.01%
989
494
$49.2K 0.01%
293
495
$48.6K 0.01%
1,860
496
$48.4K 0.01%
1,030
+127
497
$48.1K 0.01%
+1,678
498
$48K 0.01%
979
-5,656
499
$47.7K 0.01%
60
500
$47.6K 0.01%
450
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