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
526
$43.6K 0.01%
230
+40
527
$43.5K 0.01%
541
-191
528
$43.4K 0.01%
476
529
$43.4K 0.01%
472
-677
530
$43.2K 0.01%
450
531
$43K 0.01%
368
532
$42.6K 0.01%
849
-188
533
$42.3K 0.01%
629
534
$42K 0.01%
156
535
$41.8K 0.01%
959
+203
536
$41.7K 0.01%
2,666
537
$41.2K 0.01%
598
538
$41.2K 0.01%
478
+132
539
$41.2K 0.01%
3,846
540
$41K 0.01%
152
541
$41K 0.01%
255
542
$40.7K 0.01%
434
543
$40.2K 0.01%
356
544
$40.2K 0.01%
338
545
$40K 0.01%
342
546
$39.8K 0.01%
129
+82
547
$39.7K 0.01%
344
548
$39.7K 0.01%
333
549
$39.6K 0.01%
152
550
$39.3K 0.01%
1,591
20 21
22
23 24