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
551
$39.2K 0.01%
435
552
$39K 0.01%
207
+200
553
$38.2K 0.01%
1,042
554
$37.9K 0.01%
2,450
555
$37.7K 0.01%
1,420
556
$37.3K 0.01%
275
557
$36.5K 0.01%
73
558
$36.5K 0.01%
1,240
559
$36.5K 0.01%
426
560
$36.4K 0.01%
35
561
$36K 0.01%
1,000
562
$36K 0.01%
1,233
+737
563
$36K 0.01%
1,225
564
$35.7K 0.01%
549
565
$35.5K 0.01%
162
+101
566
$35.4K 0.01%
340
567
$35.4K 0.01%
502
-300
568
$35.4K 0.01%
394
-100
569
$35.2K 0.01%
400
570
$35K 0.01%
127
571
$34.8K 0.01%
687
572
$34.4K 0.01%
272
+52
573
$34.2K 0.01%
+352
574
$34K 0.01%
13
575
$33.3K 0.01%
91
21 22
23
24 25