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
576
$33.2K 0.01%
289
577
$33K 0.01%
1,346
578
$32.6K 0.01%
60
579
$32.6K 0.01%
924
580
$32.6K 0.01%
285
-30
581
$32.6K 0.01%
61
582
$32.4K 0.01%
451
583
$32.2K 0.01%
42
584
$32.2K 0.01%
2,738
-40
585
$31.8K 0.01%
9,500
586
$31.7K 0.01%
392
587
$31.4K 0.01%
356
588
$31.3K 0.01%
500
589
$31.2K 0.01%
+350
590
$31.2K 0.01%
3,494
591
$30.8K 0.01%
125
592
$30.5K 0.01%
38
593
$30.2K 0.01%
308
594
$30K 0.01%
400
595
$30K 0.01%
403
-85
596
$29.9K 0.01%
175
597
$29.9K 0.01%
1,002
598
$29.7K 0.01%
450
599
$29.6K 0.01%
392
600
$29.5K 0.01%
4
22 23
24
25 26