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
501
$47.5K 0.01%
463
502
$47.4K 0.01%
240
503
$47.1K 0.01%
227
-100
504
$47K 0.01%
450
505
$47K 0.01%
1,237
+1,133
506
$46.7K 0.01%
1,068
507
$46.6K 0.01%
347
508
$46.4K 0.01%
191
509
$46.2K 0.01%
542
+316
510
$45.9K 0.01%
4,083
511
$45.9K 0.01%
741
-5
512
$45.7K 0.01%
692
513
$45.7K 0.01%
2,518
+45
514
$45.3K 0.01%
357
515
$45.2K 0.01%
156
-86
516
$45.2K 0.01%
259
517
$45.1K 0.01%
470
518
$45K 0.01%
772
+55
519
$44.9K 0.01%
1,621
+52
520
$44.8K 0.01%
+460
521
$44.6K 0.01%
712
-256
522
$44.4K 0.01%
695
523
$44.3K 0.01%
154
524
$44.3K 0.01%
1,107
525
$43.6K 0.01%
415
-515
19 20
21
22 23